Insurance and Financial Services Agent

🕒 il y a 6 mois

🦀 Maryland, Pennsylvania, +1 états de plus – Distant

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💵 $40 000 - $60 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

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Repérée par Remote Rocketship il y a 6 mois

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Karen Michaels - State Farm Insurance Agent

11 - 50 employés

Fondée en 2005

🛡️ Assurance

💸 Finance

👥 B2C

Insurance • Finance • B2C

Karen Michaels - Agent d'Assurance State Farm est une agence d'assurance State Farm locale basée à North East, MD, servant des clients à travers le Maryland, le Delaware et la Pennsylvanie depuis 1999. L'agence propose des produits d'assurance pour les particuliers et les entreprises, y compris l'assurance auto, pour propriétaires, en copropriété, locataires, vie, santé, affaires/commerciale, animaux de compagnie, et des couvertures spécialisées, ainsi que des services financiers tels que la banque, des services d'investissement, des rentes, et la planification de la retraite. Karen Michaels détient des accréditations professionnelles (ChFC, RICP, CLU) et dirige une équipe multilingue et axée sur la communauté qui met l'accent sur des conseils personnalisés basés sur les besoins et un service client fort (l'« Expérience K-Amazing »).

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.

🎯 Exigences

• 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

🏖️ Avantages

• 401(k) • Bonus based on performance • Competitive salary • Flexible schedule • Health insurance • Opportunity for advancement • Paid time off • Training & development

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