ROLE DESCRIPTION: As a Agent's Assistant - State Farm Agent Team Member forNatalie Reid - State Farm Agent, your creativity, and strategy promote the continued growth of our agency. This position involves helping the agent provide excellent customer service to meet the insurance needs of the agency’s clients and to contact new prospects to set sales appointments for the agent.
While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency.
RESPONSIBILITIES:
Work with the agent to help manage the website and social media content.
Work with the agent to develop and maintain a digital marketing system to promote the office.
Work with the agent to identify and support local community events.
Engage with customers over the phone and in person.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Answer and screen all incoming calls to resolve or route customer inquiries regarding products and services to appropriate team members
Calculate premiums, applicable discounts and other payments for products and services.
Process payments via cash, check, or card and address Billing inquiries and payment method options.
Provide receipts for payments made, mail payments for processing, handle returned checks and online payment plans.
Assist customers with confirming policies are accurate and getting accounts internet enabled.
Make contact for all Non-Pays Reinstatements (Auto and Fire).
Process Auto and Fire Rewrites.
Update addresses on all applicable policies as requested.
Assist and follow up with customers on DDS Setup (odometer readings) and other DSS service transactions.
Attach and submit forms and other documents to underwriters as applicable.
QUALIFICATIONS:
Able to obtain Property and Casualty license
Able to obtain and Life and Health license
Sales experience preferred
Marketing experience preferred
Able to make presentations to potential customers
Proficient in social media, website, and email content generation
Self-motivated
Detail-oriented
People-oriented
Creative in problem-solving and goal achievement
Excellent in collaborative communication with team members and customers
Able to work cooperatively in a team environment
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Numbers & Facts
Location
Marietta, GA
Job Type
Full-time
Skills
Billingunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Community Supportunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Editingunmatched
Financial Servicesunmatched
Insuranceunmatched
Lead Generationunmatched
Mail Processingunmatched
Marketingunmatched
Needs Assessmentunmatched
Online Marketingunmatched
Payment Processingunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Resolve Customer Issuesunmatched
Returns Processingunmatched
Salesunmatched
Sales Prospectingunmatched
Social Mediaunmatched
Team Playerunmatched
Telephone Skillsunmatched
Training/Teachingunmatched
Website Managementunmatched
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