Insurance and Financial Services Position - State Farm Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
As a insurance and financial services representative for Alan Waggoner State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Develop and maintain client relationships in insurance and financial services.
• Provide clients with comprehensive financial planning and insurance advice.
• Assist clients with retirement planning, investment management, and insurance needs.
• Stay current with market trends and product offerings.

An Insurance Sales role involves selling insurance policies to individuals or businesses. The job typically includes a combination of sales, customer service, and administrative tasks. Below is a detailed description of the responsibilities, skills, and qualifications commonly associated with this role:

Key Responsibilities

1. Sales and Prospecting:
   
   
   • Identify potential clients through various methods such as networking, cold calling, and referrals.
   • Schedule meetings and presentations with prospective clients.
   • Understand clients' insurance needs and recommend appropriate products.
   • Provide detailed information about the types of insurance policies available, including life, health, property, casualty, and more.
2. Customer Service:
   
   
   • Answer clients' questions regarding insurance policies, coverage options, and claims processes.
   • Assist clients in filling out insurance applications and ensuring all necessary paperwork is completed accurately.
   • Build and maintain long-term relationships with clients to ensure repeat business and referrals.
3. Policy Management:
   
   
   • Evaluate clients' existing insurance policies and suggest modifications or additional coverage as needed.
   • Process policy renewals and ensure timely payment of premiums.
   • Handle policy cancellations and modifications as requested by clients.
4. Claims Assistance:
   
   
   • Guide clients through the claims process, providing support and information as needed.
   • Liaise with insurance companies to ensure claims are processed efficiently.
5. Compliance and Record-Keeping:
   
   
   • Stay informed about state and federal insurance regulations and ensure compliance.
   • Maintain accurate records of client interactions, policy details, and sales transactions.
   • Prepare regular reports on sales activity and performance metrics.

Required Skills

• Sales Skills:
  
  
  • Strong ability to persuade and negotiate.
  • Ability to identify customer needs and tailor insurance products accordingly.
• Communication Skills:
  
  
  • Excellent verbal and written communication abilities.
  • Strong interpersonal skills and the ability to build relationships.
• Customer Service Skills:
  
  
  • High level of customer service orientation.
  • Patience and attentiveness in dealing with clients' inquiries and concerns.
• Analytical Skills:
  
  
  • Ability to analyze clients' financial situations and insurance needs.
  • Critical thinking skills to evaluate and recommend suitable insurance products.
• Technical Skills:
  
  
  • Proficiency with insurance software and CRM systems.
  • Basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint).