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Financial Representative - State Farm Agent Team Member

Financial Representative - State Farm Agent Team Member

David Ceballos - State Farm AgentFontana, CA, US
19 days ago
Job type
  • Full-time
Job description

Benefits :

  • 401(k) matching
  • Bonus based on performance
  • Flexible schedule
  • Paid time off

ROLE DESCRIPTION : As Financial Representative - State Farm Agent Team Member with David Ceballos - State Farm Agent, you equip our agency to continually achieve its goals. You empower our agency by implementing and supporting office policies and consistently ensuring the execution of advantageous customer experiences. By alongside other team members, you create smooth operations to actualize the opportunities offered to people by insurance products and financial services.

As an organized and detail-oriented professional, your skillset promotes the basis for people in our community to have something they need. David Ceballos - State Farm Agent is eager to bring aboard your collaborative presence.

RESPONSIBILITIES :

  • 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.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products.

    • QUALIFICATIONS :

  • Excellent communication skills - written, verbal, and listening

    • Highly organized and detail-oriented

  • Experience in customer service required
  • Experience in managing customer service preferred
  • Experience in sales preferred
  • Proactive in problem-solving
  • Able to work in and manage a team environment
  • Experience in Windows computer applications
  • Able to coordinate and collaborate with others to achieve agency goals.
  • Able to succeed in a fast-paced environment
  • Able to obtain Property and Casualty License
  • Able to obtain Life and Health License

    • BENEFITS :

  • Paid time off (holidays and personal / sick days)
  • Salary plus commission / bonus
  • Health benefits
  • Growth potential / opportunities for advancement within my agency

    • Flexible work from home options available.

    Compensation : $17.00 - $26.00 per hour

    Are You Driven & Ambitious?

    We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then David Ceballos - State Farm Agent may be the right fit for you! If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.

    About Our Agency

  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Business Insurance.
  • Our office is located in Fontana .
  • We currently have 3 team members at our agency.
  • Additional languages spoken : Spanish

    • We look forward to speaking with you!

    State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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    Representative Agent • Fontana, CA, US