Full Time

Troy Evans - State Farm Agency, located in Morristown, NJ has an immediate opening for an Insurance Account Manager. Insurance experience is not required as we will train the right person with the right personality and skill set!


We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.


Responsibilities

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
  • 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


What we provide

  • Base Salary plus Commission/Bonus
  • Paid Time Off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my office


Requirements

  • Property & Casualty license (must be able to obtain within 30 days)
  • Life & Health license (must be able to obtain within 30 days)
  • Bilingual (Spanish/English) preferred
  • Insurance Sales Experience/ Property & Casualty and L/H licenses preferred.
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent communication skills - written, verbal and listening
  • Self-motivated
  • Ability to multi-task
  • Ability to effectively relate to a customer


If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.


This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Full Time

SALES/SERVICE TEAM MEMBER JOB DESCRIPTION

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

Job Title

Sales/Service Team Member

Job Purpose

To assist in the marketing of State Farm products as an employee of Troy Evans - State Farm Agency.

EXPERIENCE AND KNOWLEDGE:

o Experienceinavarietyofcomputerapplications,particularlyWindowsapplications,desirable o Experienceinmarketingandcustomerservicedesirable
o Knowledgeofautoinsuranceproductsdesirable

o Calculatepremiums,applicablediscountsandotherpaymentsforproductsandservices
o Pivotcustomerstoanotherproductlineonthephoneorinperson
o Prepareforms,applications,agreements,andotherpaperworktocompletesales-relatedeffortsandensure

policy requirements are fulfilled
o Explainpaymentmethodoptionstocustomers
o Submitformstounderwritertoobtaincoverage
o Engagecustomersinsmalltalktobuildrapport
o Explainfeatures,benefits,anddrawbacksofspecificinsuranceand/orfinancialproducts
o Attendagentteammembertrainingsessions,webinars,seminars,andotherprogramstolearnaboutnew

products and services and to acquire new skills
o Receiveandprovidereceiptsforpaymentsmade,mailpaymentsforprocessing,handlereturnedchecksand

online SFPP
o TrackandrecordpolicychangesandupdateinformationinABS,MasterRecords/ClientSearchandServices

and other files and databases as appropriate

SKILLS/ABILITIES:

o Ability to satisfy insurance licensing requirements and US Bank certification
o Ability to learn and apply product, industry, and market knowledge to provide suitable recommendations to

potential and existing clients
o Ability to conduct needs-based marketing interviews with potential and existing clients
o Problem solving skills
o Ability to effectively relate to customers
o Strong listening, oral, and written communications skills
o Ability to take initiative and act effectively both individually and as a member of a team without direction
o Ability to create and maintain professional business relationships with prospects, policyholders, co-workers, and

associates within the State Farm organization
o Ability to learn and become proficient with various computer applications
o Ability to adapt to changing market conditions and a dynamic work environment
o Ability to pay close attention to detail and accuracy
o Ability to handle multiple tasks and maintain strong organizational skills
o Ability to remain positive and maintain progress towards a goal despite of obstacles and adversity

o Speaking. Talking to policyholders to convey information and ideas effectively
o Active Listening. Giving full attention to what other people are saying and taking time to understand the points

being made.
o Independence. Working with little supervision and depending on oneself to get things done
o Cooperation. Working co-operatively in a team environment
o Attention to Detail. Paying close attention to details and thorough in completing tasks
o Concern for Others. Being sensitive to others’ feelings and being helpful
o Multitasking. The ability to work on multiple tasks simultaneously
o Service Orientation. Actively looking for ways to help people and consistently exceed customer expectations. o Time Management. Managing one’s own time and the time of others effectively.
o Stress Tolerance. Accepting criticism, maintaining composure, and dealing calmly with high-stress situations.

JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS:

o Successfully complete and maintain all state, federal and State Farm requirements - - including licensing - to market and service designated State Farm products and services

o Remain current in all product changes and technical developments, and participate in company and industry training sessions as required

o Complete training as required, including Compliance and Information Security Awareness o Remain current in all Continuing Education (CE) courses as required

DUTIES AND RESPONSIBILITIES:

o Maintain licenses to market State Farm products, as requested including US Bank products o Assist in developing a marketing plan for the agency
o Contact prospects and current policyholders to generate interest in appointments
o Create and facilitate product presentations to potential and existing clients

o Conduct needs-based marketing interviews
o Utilize agency and State Farm computer applications, as required and available o Accurately prepare forms, policies, endorsements when required
o Follow up with customers and keep the agent informed
o Provide prompt, professional customer service
o Participate in training and team meetings as requested
o Perform other related duties as assigned by the agent
o Bilingual – Speaks Spanish fluently preferred

ITEMS TO NOTE:

o Position may require irregular hours on a frequent basis
o Position may require travel to other State Farm locations as well as to clients’ businesses