Agency Contact Representative Job Description

Agency Contact Representative Job Description

Who We Are:

We aspire to be among the top producing insurance agencies in Mclean County. Through hard work and exemplary customer service we will strive to become the community's first choice for insurance and financial services. We will be forward thinking and adapt to changes in the marketplace in order to continue to achieve our goals.

Job Responsibilities:

Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public

Document all interaction with customers in Activity Manager Set and manage office appointments Maintain office supplies Implement Office Claims Process LTC seminar recruitment and registration Create, promote, and distribute State Farm Family Newsletter Issue ADA checks for ERS claims Review Bank Deposit Update Welcome Board Contact and survey all defectors See all Life Policies through to issuance Provide service to the public and policyholders in a pleasant and courteous manner. As directed by the agent, work with agent's computer system to update information in

customer databases used by the agent. Contact prospects and current policyholders for appointments. Meet customer service goals and assist with marketing goals as directed by the agent. Perform other related duties as assigned by the agent.

Please contact:

Axel Jimenez, MBA State Farm Agency Intern (309) 660-1487 (Cell) axel.jimenez.r39e@ "Opportunity is missed by most people, because it is dressed in overalls and looks like work." - Thomas Edison

Agent Intern Job Description

Who We Are:

We aspire to be among the top producing insurance agencies in Mclean County. Through hard work and exemplary customer service we will strive to become the community's first choice for insurance and financial services. We will be forward thinking and adapt to changes in the marketplace in order to continue to achieve our goals.

Job Intent:

Great opportunity for someone looking to be groomed to be an Agent. This will be a unique chance to have a mentor to work on personal and professional development in order to achieve your goals. It will also provide quantifiable sales results to springboard into another sales career.

Job Responsibilities:

Maintain licenses to market Property, Casualty, Life, Health, and Bank products Assist in developing marketing plans for all lines of insurance Manage internet leads and track ROI Meet activity based goals to achieve success in production requirements Service new business from issuance through first renewal Record and track activities to identify areas of success and improvement Contact current and prospective clients to generate interest in appointments Learn, develop, and present auto presentation, creating pivot opportunities to all lines Conduct insurance & financial reviews to identify / fulfill needs for current /new clients Utilize agency and proprietary computer applications, as required and available Join organizations to further agency community involvement Accurately prepare forms, policies, and endorsements when required Follow up with customers and keep the agent informed Provide prompt, professional customer service Participate in training and team meetings as requested Perform other related duties as assigned by the agent

Please contact:

Axel Jimenez, MBA State Farm Agency Intern (309) 660-1487 (Cell) axel.jimenez.r39e@ "Opportunity is missed by most people, because it is dressed in overalls and looks like work." - Thomas Edison

Part time Callers

Who We Are:

We aspire to be among the top producing insurance agencies in Mclean County. Through hard work and exemplary customer service we will strive to become the community's first choice for insurance and financial services. We will be forward thinking and adapt to changes in the marketplace in order to continue to achieve our goals.

Job Intent:

Great opportunity for someone looking to achieve quantifiable sales results in order to springboard into another career in sales such as pharmaceutical sales, etc.

Job Responsibilities:

Contact Potential Customers Solicit Needed Information to Provide Quotes Implement Training to Overcome Objections Develop Personalized and Natural Wordtracks Maintain a Record of Dials, Contacts, Presentations, & Leads Have Fun!!

Please contact:

Axel Jimenez, MBA State Farm Agency Intern (309) 660-1487 (Cell) axel.jimenez.r39e@

"Opportunity is missed by most people, because it is dressed in overalls and looks like work." - Thomas Edison

Multiple Line Representative Job Description

Who We Are:

We aspire to among be the top producing insurance agencies in Mclean County. Through hard work and exemplary customer service we will strive to become the community's first choice for insurance and financial services. We will be forward thinking and adapt to changes in the marketplace in order to continue to achieve our goals.

Job Intent:

Great opportunity for someone looking to build a resume with quantifiable sales results in order to springboard into another career in sales such as pharmaceutical sales, etc

Job Responsibilities:

Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverage's, policy changes, transfers, claim submission procedures and status, rates, billing clarification, payment plans and procedures, and pivot to marketing opportunities as appropriate.

Maintain licenses to market Property, Casualty, Life, Health, and Bank products Meet activity based goals to achieve success in production requirements Document all interaction with customers in Activity Manager Monitor Underwriting Requests Complete overnight Activity Manager Tasks Distribute mail and facsimiles Follow up with Prospector Plus and Activity Manager X-dates Identify gaps in coverage/needs and provide the products to fulfill the needs. Prepare forms, policies and endorsements when required. Provide service to the public and policyholders in a pleasant and courteous manner. As directed by the agent, work with agent's computer system to update information in

customer databases used by the agent. Contact prospects and current policyholders for appointments. Meet customer service goals and assist with marketing goals as directed by the agent. Perform other related duties as assigned by the agent.

Please contact:

Axel Jimenez, MBA State Farm Agency Intern (309) 660-1487 (Cell) axel.jimenez.r39e@

"Opportunity is missed by most people, because it is dressed in overalls and looks like work." - Thomas Edison

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