B.J. Jordan - State Farm Insurance Agent

Insurance

• Offer life and health insurance policies to new and existing customers
• Conduct needs analysis to identify insurance products for customers
• Explain policy features, benefits, and exclusions to customers
• Assist customers with claims and policy changes
• Develop and maintain customer relationships
• Stay updated on industry trends and new product offerings
• Ensure compliance with state and federal regulations

Life/Health Insurance Agent Team Member

Customer Support

• Oversee the agency team and daily operations.
• Develop and implement office policies and procedures.
• Handle escalated customer complaints and issues.
• Monitor agency workflows and help maintain operational efficiency.
• Assist with sales conversations, policy changes, and cross-selling when appropriate.

Customer Service Manager

Account Manager

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Work with the agent to establish and meet marketing goals.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Work alongside your agency’s team to ensure successful long-lasting customer relations.

Life/Health Insurance Agent Team Member

Customer Service Manager

Account Manager

Insurance Account Representative