Job Description
Job Description
ROLE DESCRIPTION :
Amanda Agnew - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers.
As Agent's Assistant - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position.
Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.
We look forward to incorporating your energy and marketing perspective into our team as we build success together.
RESPONSIBILITIES :
- Manage trakability system, ensuring accurate tracking of activity, timesheets, PTO, and policy issuance.
- Review profiles of new customers for completeness and accuracy.
- Generate monthly reports for agent and assist in social media planning activities.
- Submit changes and follow-ups on behalf of the agent.
- Perform PFA (Profitable Financial Analysis) reconciliation.
- Monitor and respond to returned messages promptly.
- Make outbound calls to schedule appointments.
- Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
QUALIFICATIONS :
- Dedicated to customer service
- Excellent communication skills
- Able to obtain Property / Casualty License
- Able to obtain Life / Health License
- Able to achieve mutually agreed upon marketing goals
- Interested in marketing products and services based on customer needs BENEFITS :
- 401k
- 401k
- Hourly pay plus commission / bonus
- Paid time off (vacation and personal / sick days)
- Flexible hours
- Growth potential / Opportunity for advancement within my agency
- Licensing paid by agency
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