Insurance Account Representatives
State Farm Insurance –
Jada Lee Agency in Ellicott City, MD
JOB PURPOSE:
This position is responsible for growing the agency through client education and promotion of the business both in and out of the office. This position has potential growth as a team leader as a designated product expert, or office manager. Proficiency in this area can also lead to opportunities for State Farm Agency ownership if the candidate desires.
EXPERIENCE AND KNOWLEDGE:
Familiar with a broad range of business and
Proficiency using a broad array of office systems and software packages (Microsoft Office programs etc)
State Farm Insurance and Financial product knowledge
Client IFR (Insurance and Financial Review) proficiency
Marketing and sales ability
SKILLS AND ABILITIES:
** MUST SPEAK FLUENT ENGLISH
Ability to educate people in both one-on-one and group settings
Exceptional follow-up and organizational skills
Ability evaluate asset and liability risks employing insurance and financial concepts
Ability to use a wide variety of financial evaluation tools used to determine potential ROI
Ability to uncover and understand the needs of the client and match solutions to those needs
Leadership characteristics that enable appropriate decision making in the absence of the Agent
Creative marketer
LICENSING REQUIREMENTS: (Must meet requirement within one month of hiring)
Maryland Property and Casualty
Maryland Life and Health – Including variable products
State Farm required training modules for licensed staff agreement with State Farm
Must pass required background checks including credit check
JOB RELATED TRAINING COURSES AND PROGRAMS:
The employee will be expected to take part in any in-office training sessions, complete the Agent’s Staff Training courses as required, and attend district training sessions and State Farm ECHO training.
DUTIES:
Greeting clients in a polite professional manner.
Preparing premium quotes, sales proposals, and performing Insurance and Financial Reviews with clients
Processing policy changes on the Master Record.
Contacting Policyholder and new prospects to set up sales appointment and evaluate needed risk mitigation
Handling routine office duties as required
Managing a portfolio of prospects
Handling additional duties that may be assigned
