Job Title: Marketing/Sales Specialist
Job Purpose: This position involves representing the agency by marketing and selling all lines of insurance and financial services and products to existing and prospective policyholders, while building and maintaining relationships through exceptional customer service.
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
A pleasant, professional, and outgoing personality.
The ability to market and sell insurance and financial services.
The ability to professionally communicate with customers, co-workers and operations partners.
A preference to work with people and meet new people daily.
The ability to learn and to operate a computer.
The ability to organize and prioritize work through effective time management.
Job Related Training Courses and Programs
The employee will be expected to complete Agent’s Staff Training, including completing LSA-4 requirements. Failure to complete these requirements could result in termination. LSA-4 requirements include passing state examinations for Property & Casualty and Life & Health licenses, and completing the State Farm sponsorship/certification examinations.
Licensed staff members are expected to complete the required continuing education courses to maintain their license.
Marketing and selling insurance and financial services/products.
Contacting policyholders and new prospects to set sales and IFR appointments.
Preparing sales materials for sales appointments and Family Insurance Check-Ups.
Processing policy changes, updating household information, and handling policyholder claims.
Handling routine office maintenance and ordering supplies.
Handling additional duties that may be assigned.
This job description covers the fundamentals of this position, but is not intended to be comprehensive. Additional duties and responsibilities may be required at the agent’s discretion.
If interested, please respond to firstname.lastname@example.org.