Customer Service Representative
hace 7 días
Morristown
Job Description SALES/SERVICE TEAM MEMBER JOB DESCRIPTION This job description is considered, to be a classification and recruiting tool and is not intended to limit the assignment of work. Job Title Sales/Service Team Member Job Purpose To assist in the marketing of State Farm products as an employee of Troy Evans - State Farm Agency. EXPERIENCE AND KNOWLEDGE: o Experienceinavarietyofcomputerapplications,particularlyWindowsapplications,desirable o Experienceinmarketingandcustomerservicedesirable o Knowledgeofautoinsuranceproductsdesirable o Calculatepremiums,applicablediscountsandotherpaymentsforproductsandservices o Pivotcustomerstoanotherproductlineonthephoneorinperson o Prepareforms,applications,agreements,andotherpaperworktocompletesales-relatedeffortsandensure policy requirements are fulfilled o Explainpaymentmethodoptionstocustomers o Submitformstounderwritertoobtaincoverage o Engagecustomersinsmalltalktobuildrapport o Explainfeatures,benefits,anddrawbacksofspecificinsuranceand/orfinancialproducts o Attendagentteammembertrainingsessions,webinars,seminars,andotherprogramstolearnaboutnew products and services and to acquire new skills o Receiveandprovidereceiptsforpaymentsmade,mailpaymentsforprocessing,handlereturnedchecksand online SFPP o TrackandrecordpolicychangesandupdateinformationinABS,MasterRecords/ClientSearchandServices and other files and databases as appropriate SKILLS/ABILITIES: o Ability to satisfy insurance licensing requirements and US Bank certification o Ability to learn and apply product, industry, and market knowledge to provide suitable recommendations to potential and existing clients o Ability to conduct needs-based marketing interviews with potential and existing clients o Problem solving skills o Ability to effectively relate to customers o Strong listening, oral, and written communications skills o Ability to take initiative and act effectively both individually and as a member of a team without direction o Ability to create and maintain professional business relationships with prospects, policyholders, co-workers, and associates within the State Farm organization o Ability to learn and become proficient with various computer applications o Ability to adapt to changing market conditions and a dynamic work environment o Ability to pay close attention to detail and accuracy o Ability to handle multiple tasks and maintain strong organizational skills o Ability to remain positive and maintain progress towards a goal despite of obstacles and adversity o Speaking. Talking to policyholders to convey information and ideas effectively o Active Listening. Giving full attention to what other people are saying and taking time to understand the points being made. o Independence. Working with little supervision and depending on oneself to get things done o Cooperation. Working co-operatively in a team environment o Attention to Detail. Paying close attention to details and thorough in completing tasks o Concern for Others. Being sensitive to others’ feelings and being helpful o Multitasking. The ability to work on multiple tasks simultaneously o Service Orientation. Actively looking for ways to help people and consistently exceed customer expectations. o Time Management. Managing one’s own time and the time of others effectively. o Stress Tolerance. Accepting criticism, maintaining composure, and dealing calmly with high-stress situations. JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS: o Successfully complete and maintain all state, federal and State Farm requirements - - including licensing - to market and service designated State Farm products and services o Remain current in all product changes and technical developments, and participate in company and industry training sessions as required o Complete training as required, including Compliance and Information Security Awareness o Remain current in all Continuing Education (CE) courses as required DUTIES AND RESPONSIBILITIES: o Maintain licenses to market State Farm products, as requested including US Bank products o Assist in developing a marketing plan for the agency o Contact prospects and current policyholders to generate interest in appointments o Create and facilitate product presentations to potential and existing clients o Conduct needs-based marketing interviews o Utilize agency and State Farm computer applications, as required and available o Accurately prepare forms, policies, endorsements when required o Follow up with customers and keep the agent informed o Provide prompt, professional customer service o Participate in training and team meetings as requested o Perform other related duties as assigned by the agent o Bilingual – Speaks Spanish fluently preferred ITEMS TO NOTE: o Position may require irregular hours on a frequent basis o Position may require travel to other State Farm locations as well as to clients’ businesses
