Insurance and Financial Services Agent

Job not on LinkedIn

🕒 April 12

🦀 Maryland, Pennsylvania, +1 more states – Remote

🦀 Maryland – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – Remote

💵 $40k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Karen Michaels - State Farm Insurance Agent

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2005

💸 Finance

👥 B2C

Finance • B2C

Karen Michaels - State Farm Insurance Agent is a local State Farm insurance agency based in North East, MD, serving customers across Maryland, Delaware, and Pennsylvania since 1999. The agency provides personal and commercial insurance products including auto, homeowners, condo, renters, life, health, business/commercial, pet, and specialty coverages, and also offers financial services such as banking, investment services, annuities, and retirement planning. Karen Michaels holds professional designations (ChFC, RICP, CLU) and leads a multilingual, community-focused team that emphasizes personalized, needs-based advice and strong customer service (the “K-Amazing Experience”).

📋 Description

• 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