Financial Account Representative – State Farm Agent Team Member

Benefits:

• 401(k) matching
• Paid time off
• Competitive salary
• Opportunity for advancement
• Bonus based on performance
• Training & development

ROLE DESCRIPTION:
Chad Carlisle Insurance Inc is seeking an energetic and assertive entry-level Products & Financial Account Representative who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As a Products & Financial Account Representative 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 sales perspective into our team as we build success together.
 
RESPONSIBILITIES:

• Establish customer relationships and follow up with customers, as needed.
• Maintain high activity throughout the day.
• Effective time management.
• 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.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS:

• Able to achieve mutually agreed upon sales goals
• Dedicated to customer service
• Sales experience (outside sales or inside sales representative, or telemarketing) preferred
• Able to obtain Property and Casualty License
• Able to obtain a Life/Health License
• Interested in marketing products and services based on customer needs

BENEFITS:

• Hourly pay plus commission/bonus
• Paid time off (vacation and personal/sick days)
• 401k
• Growth potential/Opportunity for advancement within my office