Insurance and Financial Services Position - State Farm Team Member

New Today

Benefits:
401(k) matching
Dental insurance
Health insurance
Vision insurance
About Us: At The Tim McGallian – State Farm Insurance Agency, we are committed to providing exceptional insurance and financial services to our clients. We uphold a tradition of excellence and personalized service. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.
Job Description: Are you a passionate problem-solver with a knack for building lasting relationships? Do you thrive in a fast-paced environment where no two days are the same? If so, we have the perfect opportunity for you! As an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most.
Key Responsibilities:
Client Support: Provide exceptional customer service by addressing client inquiries, resolving issues, and offering personalized advice on insurance and financial services.
New Policy Placement: Assist clients in identifying their insurance needs, explain policy options, and facilitate the placement of new insurance policies with State Farm.
Policy Management: Oversee existing policies, ensure timely renewals, and make necessary adjustments to ensure clients have the coverage they need.
Financial Services: Offer basic financial advice and direct clients to appropriate financial products and services, helping them achieve their financial goals.
Sales & Marketing: Proactively reach out to potential clients, generate leads, and promote our wide range of insurance and financial products.
Administrative Duties: Maintain accurate client records, process documentation efficiently, and ensure compliance with company policies and state regulations.
Team Collaboration: Work closely with colleagues to share knowledge, strategies, and contribute to a positive and collaborative work environment.
Qualifications:
Experience: Previous experience in insurance or financial services is highly desirable, but we are willing to train the right candidate.
Licensing: Must obtain or possess both a State of California Property & Casualty Insurance License and a Life and Health Insurance License.
Skills: Excellent communication, organizational, and multitasking abilities. Strong sales and customer service orientation.
Technology: Proficiency with Microsoft Office Suite and ability to quickly learn new software applications.
What We Offer:
Competitive Salary: Attractive compensation package with performance-based incentives and commission.
Supportive Environment: A collaborative team culture with supportive leadership.
Benefits: Comprehensive health, dental, vision, and retirement plans.
Work-Life Balance: Flexible working hours and a commitment to work-life balance.
>>>> How to Apply:
If you are ready to take your career to the next level and make a meaningful impact in the lives of our clients, we want to hear from you! Please send your resume and a cover letter detailing your relevant experience and why you are the perfect fit for this role.  And as a special request, in the Comments section of the Prescreen Questions please write “I am a Good Neighbor”. If these items are not completed, then you application will not be considered.
Join the Tim McGallian – State Farm Insurance Agency and be part of a team where your skills and passion can truly make a difference.
Apply
Location:
Clayton

We found some similar jobs based on your search