Insurance Account Representative - State Farm Agent Team Member
Full Time • Chicago, IL
ROLE DESCRIPTION:
As Insurance Account Representative-State Farm Agent Team Member, you're 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 departments. You improve the lives of our customers by proactively marketing relevant products and services. Insurance Licenses and/or Insurance agency experience preferred.
RESPONSIBILITIES:
As Insurance Account Representative-State Farm Agent Team Member, you're 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 departments. You improve the lives of our customers by proactively marketing relevant products and services. Insurance Licenses and/or Insurance agency experience preferred.
RESPONSIBILITIES:
- Provide information about insurance products and services.
- Assist customers with policy applications and renewals.
- Handle customer inquiries and provide timely responses.
- Maintain accurate records of customer interactions.
- Develop and maintain customer relationships to drive retention and growth.
- Conduct policy reviews and provide recommendations to customers.
- Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
- Generate increase in agency by strategically upselling and cross-selling life insurance products, based on customers’ needs
- Conduct reviews and provide recommendations to customers, to address gaps and maximize discounts
- Oversee the resolution of complex customer issues, from beginning to end.
- Develop prospective insurance customers, using various channels.
- Leverage ECRM tools to track and manage client interactions effectively
QUALIFICATIONS:
- Communication and interpersonal skills.
- Detail-oriented and able to multitask.
- Experience in customer service and/or sales preferred.
- Organizational skills and attention to detail.
- Positive attitude with ability to build rapport
- Enthusiastic personality and Persuasive
- Ability to work in a team environment
- Property & Casualty & Life & Health Insurance Licensed
- Insurance experience is preferred, but we’ll train the right person with the right skill set.
- Bilingual Preferred
WE OFFER:
- Base compensation*
- Incentive bonus
- Paid time off
- Profit sharing plan
- Training & development
- M-F 9-5- without weekends or evenings
- Professional office work environment
- Growth potential/opportunities for advancement
- *Overall comp for this role is determined by candidates’ insurance experience, Insurance licenses, skills, education.
Note: We prefer candidates possess Property & Casualty & Life & Health Insurance Licenses - If not, the ability to acquire licenses asap would be required.
This opportunity is with an independent State Farm Agent., not State Farm Companies. 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.
Do you want a career and not just a job?
We are an established, growth-oriented agency with a team of highly motivated individuals. We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Chicago, 60618 (North Center).
- Our office is open Mon-Fri - 9am-5pm.
- I have been a State Farm agent since 1989.
- Additional languages spoken: Spanish and Cantonese
If you want a career, not a job, then we encourage you to apply.
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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