Insurance Account Representative - State Farm Agent Team Member
Full Time • Pittsford, NY
Responsive recruiter
Benefits:
- Opportunity for advancement
- Paid time off
- Training & development
- Tuition assistance
- Bonus based on performance
ROLE DESCRIPTION:
As Insurance Account Representative - State Farm Agent Team Member for Maria Melnik - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency team-members. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
SUMMARY:
As Insurance Account Representative - State Farm Agent Team Member for Maria Melnik - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency team-members. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
SUMMARY:
- Gather, provide information and offer insurance products based on needs analysis.
- Fixed hourly + variable monthly commission.
RESPONSIBILITIES:
- Maintain daily, weekly, monthly sales related activities to meet monthly goals.
- Strong follow-up skills using phone, texts, email and mail.
- Ability to understand needs and provide quotes in a timely manner.
- Discuss future needs and schedule follow-ups.
- Develop referrals and schedule timely follow-ups.
- Understand the importance of clear note taking and gathering of related documents.
- Explain, calculate and handle payments.
- Complete application, onboarding and quality control process of data input and customer's needs.
- Provide information about insurance products and services.
- Assist service team with service-related activities: 5% to 15%.
- Handle incoming calls, texts, mail, walk-ins, email and provide timely responses.
- Follow-up, where needed.
- Complete all tasks to the end.
- Maintain accurate records of customer interactions at all times.
- Develop long-term relationships with customers, team-members and the Regional Office.
- Submit monthly reports to the Agent.
- Maintain an average of four 5 Star Reviews a month.
- Maintain accurate records of work schedule (including in and out) for payroll.
QUALIFICATIONS:
- Strong communication and interpersonal skills.
- Detail-oriented and able to multitask.
- Must have Property and Casualty and Life, Accident and Health Insurance Licenses.
Compensation: $35,000.00 - $41,000.00 per year
Looking for the skills and confidence to run a business in the future?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then Maria Melnik - State Farm Agent may be the right fit for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in Pittsford, NY.
- Our office is open 9 AM - 5 PM.
- We have 35 years of combined insurance experience in our office.
- Additional languages spoken: Spanish and Russian
Seeking Currently Licensed Applicants Only
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Make a difference in your community every day
Gain confidence and grow your career
Join a fun and flexible workspace with a growing team