
Insurance and Financial Services Agent
Karen Michaels - State Farm Insurance Agent
full-time
Posted on:
Location Type: Remote
Location: Maryland • Pennsylvania • United States
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Salary
💰 $40,000 - $60,000 per year
About the role
- Establish customer relationships and follow up with customers, as needed.
- 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.
- Maintain a strong work ethic with a total commitment to success each and every day.
Requirements
- Property and Casualty license (must have currently)
- Life and Health license (must have currently)
- Excellent communication skills - written, verbal and listening
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
- People-oriented
- Organizational skills
- Self-motivated
- Detail oriented
- Proactive in problem solving
- Dedicated to customer service
- Ability to work in a team environment
- Ability to multi-task
- Ability to make presentations to potential customers
- Provide timely and thorough activity reports to agent
- Ability to effectively relate to a customer
Benefits
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Property and Casualty licenseLife and Health license
Soft Skills
communication skillspeople-orientedorganizational skillsself-motivateddetail orientedproactive problem solvingdedicated to customer serviceteamworkmulti-taskingpresentation skills
Certifications
Property and Casualty licenseLife and Health license