Job description
This position directly reports to the Agency Owner at our State Farm Office, and is part of a two person team within our agency.
Duties and Responsibilities :
- Provide prompt, accurate, friendly, and cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submission procedures, and status, rates, billing clarification, payment plans, and procedures and make referrals for marketing opportunities as appropriate.
- Complete quotes and applications for add-ons, replacement, or changes on auto & fire policies from existing customers.
- Answers all phone calls and pivots to other products based on customer needs incoming service calls or walk-ins.
- Manage Beginning of Day Tasks - calling for payments, policy changes / notices, claim assistance, sales tracker, schedule appointments for Agent
- Meet customer service goals and assist with marketing goals as directed by the Agent.
- Monitors and evaluates auto & fire loss and lapse / cancellation ratios.
- Helps drive social media presence
- Work closely with the Agent to build and grow the business's social media presence.
Skills & Abilities :
- Strong listening, oral, and written communication skills.
- Initiative and Self Reliance : make decisions on a timely basis and take necessary actions without direction from others.
- Goal-oriented : highly motivated and resourceful to achieve results.
- Ability to learn and apply product and customer knowledge to professionally service, and assist in the marketing of State Farm products.
- Problem-solving ability : apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.
- Ability to pay close attention to detail and accuracy.
- Ability to create and maintain business relationships with prospects and policyholders.
- Proven track record of trustworthiness, dependability, and ethical behavior.
- Ability to organize and act on several activities concurrently.
- Confidentiality, Integrity, and agency loyalty is a necessity.
- Property & Casualty and Life & Health License required. Study materials provided.
Compensation :
- 15 Days of PTO / Sick Pay
- Annual Salary Raise Eligibility
- Salary & Bonus Compensation : $40,000 to $55,000
- Growth opportunity within Agency
- Health Stipend
- 401k match
Job Type : Full-time, in-office , small office setting
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