At Katie Rider - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.
Responsibilities:
New Customer Acquisition: Communicate with prospects and customers to understand their needs and provide available product information. Convert prospects into new customers through phone, text, email, and virtual appointments.
Multiline Insurance Sales: Sell auto, homeowners, renters and other property and casualty insurance. Identify opportunities to bundle policies and address coverage gaps. Introduce life insurance as part of the customer's overall protection plan. Schedule appointments with the agency's life insurance or financial services specialist when appropriate.
Customer Relationship Building: Assist in developing relationships and build trust with new customers across multiple product lines through personalized recommendations and follow-up. Generate referrals through satisfied customers.
Sales Activity and Performance: Support daily office operations and daily sales activity, including documentation in the agency's CRM, scheduling, and manage leads and follow-up activities.
Participate in marketing efforts to promote awareness within the community.
Qualifications:
Effective written and verbal communication skills.
Competitive, goal-oriented, and motivated by performance-based compensation
Strong relationship-building skills.
Organized, with attention to detail, coachable, and accountable for results.
Comfortable working in a fast-paced environment and making outbound calls and following up with prospects.
Ability to identify customer needs and recommend solutions.
Prior experience in customer service, business support, or insurance preferred.
Must possess or be able to obtain necessary state insurance licenses: Property and Casualty and Life and Health.
Numbers & Facts
Location
Upper Arlington, OH
Job Type
Full-time
Skills
Administrative Skillsunmatched
Business Supportunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Customer Acquisitionunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Documentationunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Lead Managementunmatched
Life Insuranceunmatched
Marketingunmatched
Needs Assessmentunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Plan Meetingsunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Property and Casualty Insuranceunmatched
Salesunmatched
Training/Teachingunmatched
Vision Planunmatched
Writing Skillsunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.