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Insurance & Financial Services Agent

Terrill Mayberry - State Farm Agency

Birmingham, MI

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Banking Services, Billing, Bookkeeping, Business Support, Communication Skills, Computer Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Federal Laws and Regulations, Financial Management, Financial Services, Follow Through, Information Technology & Information Systems, Insurance, Insurance Sales, Licensing, Maintain Compliance, Management Strategy, Microsoft Office, Network Connectivity, Nonprofit, Problem Solving Skills, Regulatory Compliance, Revenue Growth, Revenue/Sales Reporting, Risk Management, Sales, Sales Closing Skills, Sales Pipeline, Sales Prospecting, State Laws and Regulations, Team Player, Time Management
LOCATION
Birmingham, MI
POSTED
Today
We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!Compensation:

$60,000+ base salary plus bonus potential

Responsibilities:
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
  • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
  • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
  • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
  • Tailor risk management strategies and client profiles to reflect each customer’s individual needs
  • Conduct needs-based conversations to identify coverage gaps and recommend appropriate solutions across: Auto, Home, Life, and basic Financial Services.
  • Build and manage a consistent pipeline through proactive outreach (calls, follow-ups, referrals, community connections, networking, etc).
  • Deliver an outstanding client experience by providing timely, accurate service (policy changes, billing questions, claims guidance, coverage reviews).
  • Generate and present quotes, close new business, and support retention through annual reviews and policy education.
  • Document activity and track opportunities using agency tools/CRM to maintain high follow-through and responsiveness.
  • Collaborate with the agent and team to hit individual and agency goals, while maintaining compliance standards.
Qualifications:
  • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
  • Experience using accounting or sales-related software is beneficial
  • Fundamental computer skills such as experience with Microsoft Office
  • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
  • Job seekers must already have or be willing to get an insurance license

Required/Preferred Skills

  • Strong communication skills—comfortable on the phone and in consultative conversations.
  • Customer-focused mindset with the ability to influence and educate (not pressure).
  • Goal-oriented, self-motivated, and dependable in a fast-paced environment.
  • Comfortable learning product information, using technology, and following processes.
  • Sales, service, banking, or call-center experience is a plus (but not always required).


Licensing

  • Ability to obtain or currently hold applicable state licenses (typically): Property & Casualty (P&C), Life & Health. If not currently licensed, willingness to complete licensing requirements is expected.
About Company

At Terrill Mayberry – State Farm Agency, we focus on helping people identify their insurance and financial needs so they can protect their loved ones and manage their financial future. We maintain a culture of integrity and accountability while providing a consistent customer experience.

Our agency values building strong relationships with our policyholders and the community. Throughout the year, our team participates in local events, such as the Birmingham Farmers Market, and volunteers with several local non-profits.

We serve the Metro-Detroit Area and the entire State of Michigan.

About the Company

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Terrill Mayberry - State Farm Agency