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Insurance Representative/Rention Specialist

State Farm Insurance - Shiron M. Kilgore Atlanta, GA

  • Salary $10 to $12 Hourly (plus commission)
  • Benefits Offered Life Insurance
  • Employment Type Full-Time

Job Title: Insurance Representative/Retention Specialist

Daily Activities:

This position involves:

• Helping the agent provide excellent customer service to meet the insurance needs of the agency’s clients and to contact new prospects and existing customers.
• Answer Phones
• Set sales and IFR appointments for the agent and team.
• Solicits payments from customers.
• Handles any administrative needs required by the agent and Sales staff.
• Helping the agent provide excellent customer service to meet the insurance needs of the agency’s clients and to contact new prospects and existing customers.
• Processing and clearing items on the Beginning of Day Report daily

Experience and Knowledge

General knowledge of office procedures and customer service experience is preferred. Some insurance knowledge is helpful but not required for an individual who is ambitious and willing to learn.

Skills and Abilities

• Ability to organize and act on several activities concurrently.
• Strong listening, oral and written communication skills.
• Knowledge of systems (computer, mail or fax) used to send documents or other information to customers, operations center, underwriters, etc.
• Engage customers in small talk to build rapport
• Ability to initiate outgoing phone calls
• Screen, forward calls or take messages and answer, routing customer inquiries regarding products and services, office location, office hours, etc.
• Independence. Working with little supervision and attentive to details.
• Cooperation. Working cooperatively in a team environment
• Track and record policy changes and update information in Necho, ABS, Prospector Plus and the other files and databases as appropriate
• Prepare forms (scan and attach documents), applications, agreements and other paperwork to complete sales-related efforts and ensure policy requirements are fulfilled.
• Proven problem solving ability: apply and balance conceptual and analytical thinking by breaking down complex problems, evaluation alternative sources or action and their likely outcomes, and selecting the best alternative.

Job Related Training Courses and Programs

The employee will be expected:
Must Hold a Georgia P & C License Prior to employment
• To complete the Agent’s Team Training (State Farm Staff Agreement) program prior to the first date of employment;
• To become Bank Certified by completing the State Farm Bank Certification course within the first 30 days of employment.
• To complete the required continuing education courses to maintain their license.

Essential Functions

Greeting clients and prospective customers who walk in or call the agency. Processing policy changes, updating household information, and handling policyholder claims. Contacting prospects and policyholders to set appointments. Clearing Beginning of Day Report daily, Preparing sales materials for the agent. Handling routine office maintenance/cleaning and ordering supplies. Handling additional duties that may be assigned.

State Farm Insurance - Shiron M. Kilgore

Why Work Here?

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42 Forsyth ST NW, Atlanta, GA 30303
Atlanta, GA