Multi-Line Account Representative - Michael Garcia Insurance Agency LLC

Hi everyone, I'm looking forward to meeting you! Experienced SF Agent is rebuilding a 21st Century team. We love our customers and have fun helping them out, and each other. You need the deets of course, and they are below. Just know that we're looking for someone who wants to ENJOY the daily ins and outs of helping folks get the protection they need. :-) Mike on the Pike

General Description

To work as an employee of Michael Garcia, a State Farm independent contractor agent, assisting him in marketing State Farm products and services and in providing quality service to State Farm customers.

NOTE: This job description is considered to be a classification and recruiting tool, and is not intended to limit the assignment of work.

Work Experience

- Experience in marketing and/or customer service desirable.

- Experience with popular computer software desirable; Excel and Word are required.

- Knowledge of personal lines insurance products desirable.

Skills/Abilities

- Ability to learn and apply product, industry and market knowledge in order to make professional recommendations to prospects and policyholders and to satisfy insurance licensing requirements for P&C and L&H licenses.

- Ability to influence others.

- Ability to create professional business relationships with prospects and policyholders.

- Strong listening, oral and written communication skills.

- Ability to take initiative and act effectively in various circumstances without direction.

- Self--confidence/perseverance/strong work ethic: remain positive and maintain progress towards a goal in spite of obstacles and adversity.

- Goal oriented: highly motivated and resourceful to achieve results.

- Proven track record of trustworthiness, dependability and ethical behavior.

- Proven problem solving ability: apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.

- Ability to organize and act on several activities concurrently.

Job Related Training Requirements

Successfully complete all company, state and federal requirements (licenses) to market and service designated State Farm products

and continue to be licensed in good standing is required.

Duties & Responsibilities

- Implement the agency’s marketing plan and direct mail campaigns at direction of the agent.

- Work from the agent’s office to contact prospects and current policyholders to generate interest in insurance financial review appointments.

- Conduct needs based interviews in the agent’s office supported by technology.

- Meet marketing goals set by the agent.

- Provide prompt, accurate, friendly, cost-effective service and utilize it as a basis for establishing a marketing opportunity.

- As directed by the agent, work with agent’s computer system to update information in customer databases used by the agent.

- Perform other related duties as assigned by the agent.