Agent's Assistant - State Farm Agent Team Member

Katie Coppersmith - State Farm Agent
  • Oshkosh, WI
  • Full-time
25 days ago

Job Description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Profit sharing
  • Training & development

ROLE DESCRIPTION:
As Agent's Assistant with Katie Coppersmith State Farm Office, you equip our agency to continually achieve its goals. You empower our agency by supporting office policies and processes while consistently ensuring the execution of advantageous customer experiences.  You create smooth operations to actualize the opportunities offered to people by insurance products and financial services.

As an organized and detail-oriented professional, your skillset promotes the basis for people in our community to have something they need.

RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers, as needed.
  • 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.
  • Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products. 
QUALIFICATIONS:
  • Excellent communication skills - written, verbal, and listening
  • Highly organized and detail-oriented
  • Experience in customer service required
  • Experience in  managing customer service preferred
  • Experience in sales required. 
  • Proactive in problem-solving
  • Able to work in and manage a team environment
  • Extensive Experience in Windows computer applications
  • Able to coordinate and collaborate with others to achieve agency goals.
  • Able to succeed in a fast-paced environment
  • Able to obtain Property and Casualty License
  • Able to obtain Life and Health License
BENEFITS:
  • Paid time off (holidays and personal/sick days)
  • Salary plus commission/bonus
  • Health benefits
  • Growth potential/opportunities for advancement within my agency

Numbers & Facts

LocationOshkosh, WI
Job TypeFull-time

Skills

  • Administrative Skillsunmatched
  • Billingunmatched
  • Communication Skillsunmatched
  • Computer Skillsunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Service Managementunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Microsoft Windows Operating Systemunmatched
  • Office Equipmentunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Salesunmatched
  • Team Lead/Managerunmatched
  • Team Playerunmatched
  • Training/Teachingunmatched
  • Writing Skillsunmatched

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