Position Title: Agency Client Engagement Specialist
Background
As our Agency Client Engagement Specialist, you will provide critical assistance to the entire Agency team in supporting key processes of our office operations. To excel in this insurance agency role, you will need to be energetic, motivated, and ready to let us grow in this industry and obtain additional tools to succeed!
Responsibilities
- Handle and direct client inbound telephone calls
- Process new client intake forms following office protocols
- Print daily task reports and distribute to all team members
- Assist with preparation of Acord and new submission forms
- Prepare and distribute Evidence of Insurance document requests
- Establish client relationships and follow-up with clients in a timely manner, so as to provide exceptional and extraordinary service.
- Cross-sell insurance policies to existing clients, who have other insurance needs.
- Sell insurance policies to prospective clients who are not currently insurance through our Agency.
- Ensure that all quotes, procedures, and practices are complaint with Farmers Insurance and the CA Department of Insurance.
- Work independently and with mentoring/coaching.
- Multi-task, organized and driven to meet deadlines.
Personal Growth and Benefits
- Opportunity to join a growing insurance agency.
- Chance to work closely with a seasoned and experienced business executive.
- Opportunity to become involved in the community and with influencers.
- Earn new client commissions in an exciting work atmosphere.
- Extensive and rich training opportunity.
- Flexibility of work schedule.
Requirements
- Possess a genuine willingness to learn, be intuitive and resourceful and be intuitive and resourceful and be coachable.
- Possess and upbeat, positive, and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Create relationships from a cold start.
Education:
- High school or equivalent (Required)
Benefits:
- Competitive guaranteed hourly wage
- Commission and Bonus opportunities
- Paid time off
- Licensing and Continuing Education reimbursement
- Paid product training
- Career advancement opportunities
- Employee Rewards and Discounts
- And much, much more!
*This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies. Employees of Farmers agents must be able to successfully complete any applicable licensing requirements and training programs. Farmers agents are independent contractors who hire their own employees. Farmers agents’ employees are not employees of Farmers.