Life and Health Insurance Representative: Norman Thomas State Farm Agency

JOB PURPOSE:
Estimated Workload:
Sales – 75%
Service – 5%
Marketing – 20%

*This position is a full-time position

Salary will commensurate with experience. Unlimited Bonuses $$$ and benefits are available.

To work as an associate of Norman S Thomas State Farm Agency in providing:
*Premier customer service
*Generating Life and Health sales
*Conducts Insurance & Financial Reviews (IFRs)

This job description is considered to be a recruiting tool and is not intended to limit the assignment of work. The agent has full discretion to change any part of this document.

EXPERIENCE & KNOWLEDGE:
* Experience in customer service, retail sales, insurance or banking is desirable, but not required
* Experience with computer software such as Microsoft Word, Excel, and Outlook E-mail is required
* Bilingual candidates are a plus



SKILLS / ABILITIES:
* Energetic and positive attitude – creates team synergy
* Goal oriented – highly motivated and consistently strives to achieve results
* Acts with integrity and does what is right for the client, State Farm, and the agency
* Strong work ethic (e.g. willing to stay late to conduct an appointment)
* Strong listening skills
* Effective communicator (both orally and written) – (e.g. explains concepts in basic terms without acronyms)
* Decision making skills – addresses concerns timely and takes appropriate steps with minimal to no direction
* Recommends system improvements and identifies efficiencies within the agency
* Ability to organize, multi-task, and follow-up in a timely manner
* Pays close attention to detail and accuracy
* Change Advocate - willingness to reinvent self and agency systems
* Self-Awareness
* Recognizes areas of improvement
* Continually seeks to improve and receive feedback
* Relationship Builder
* Instantaneously connects with people
* Builds and maintains business relationships with prospects, policyholders, team, and State Farm
associates
* Effectively manages stress
* Does not become overwhelmed with daily challenges
* Views challenges as opportunities to strengthen relationships and self-develop
* Learning Agility
* Learns and applies product and customer knowledge to provide suitable recommendations
* Ability to learn and become proficient with various computer applications / systems


DUTIES AND RESPONSIBILITIES:
* Knows, understands, believes, and can communicate the agency vision
* Conducts IFRs and develops strategic sales/marketing plans with agent to meet sales goals
* Contacts prospects and policyholders for an IFR or appointments
* Meets weekly/monthly target sales, customer service, and marketing goals
* Properly maintains the daily activity log
* Asks for referrals to help grow the agency and assists in identifying prospects for agency growth
* Pivots from product lines and needs-based conversations
* Stays current on new technology related to job functions, industry changes, and State Farm initiatives
* May conduct seminars, attend community or networking events
* Understands and effectively uses agency systems
* Inputs and updates information to IFR customer database, NECHO, Master Records/Client Search & Services as appropriate
* May be asked to train team, role play, assist in coordinating team meetings, etc.
* Perform other related duties as assigned by the agent


REQUIRED TRAINING COURSES / LICENSING:
* Successfully complete and maintain all state, federal and State Farm requirements
* Remain current in area of emphasis and all current responsibilities
* Complete Life and Health license in addition to any other agency training


ITEMS TO NOTE:
* Position may require irregular hours occasionally or on an as needed basis
* Position may require travel to other State Farm locations or off-site locations