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Insurance Account Representative - State Farm Agent Team Member
Insurance Account Representative - State Farm Agent Team MemberKatie Chase - State Farm Agent • Rohnert Park, CA, US
Insurance Account Representative - State Farm Agent Team Member

Insurance Account Representative - State Farm Agent Team Member

Katie Chase - State Farm Agent • Rohnert Park, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]
Benefits:
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Position Overview


Katie Chase Insurance & Financial Services, Inc. is seeking a qualified professional to join their winning team for the role of Insurance Account Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced, customer service and sales environment, then this is your opportunity for a rewarding career with excellent income and growth potential.


Responsibilities


  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet service goals.
  • Schedule appointments, identify customer needs, develop leads, and market appropriate products and services.
As an Agent Team Member, you will receive...


  • Hourly pay plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
Requirements


  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Self-motivated
  • Proactive in problem solving
  • Pride in getting work done accurately and timely
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon service and marketing goals
  • Ability to effectively relate to a customer
  • Property and Casualty license (must have currently)
  • Life and Health license (must be able to obtain)
  • Position may require travel
  • Associate's degree or higher preferred
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Insurance Account Representative - State Farm Agent Team Member • Rohnert Park, CA, US

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