Job Description

Job Description

Job Description

Position Overview

We are an award-winning State Farm agency, servicing Katy, and the Greater Houston area. We have been in Katy for the past 15 years! We are growing rapidly, and we are looking to add to our team. This is an in-office position.

If you have great customer service skills and love helping people in a unique office environment, I encourage you to apply. Insurance experience is a definite plus but not mandatory. Candidate must be willing to obtain a Property & Casualty License which the company will pay for.

We are searching for a quick-witted problem solver who wants to truly help our local families with their insurance needs. This is not just a job; it's a career opportunity. We have the latest technology and management systems to streamline your workday, as you will be determining what our clients need and how to help. This position requires attention to detail and critical thinking skills. Our office is known for its high level of customer service, and that is why we are growing!

General duties include (but are not limited to):

• Answering phones with a smile
• Taking thorough messages and either executing the task or delegating them to the proper team

• Making changes to existing policies using proprietary internet-based software
• Gathering accurate information so our sales team can quote
• Hold annual policy reviews with clients & explain coverages
• Find & cross-sell bundling opportunities with existing clients
• Process customer policy change requests/endorsements
• Handle all incoming claim calls from customers
• Discuss billing & take payments from customers
• Provide exceptional customer service

As a Valued Team Member Benefits Include

• Salary + Unlimited Commission & Bonus Opportunities (Monthly & Yearly)
  
• Paid time off (vacation and personal/sick days)
• Valuable experience/Paid Training/Licensing
• Growth potential/Opportunity for advancement within my office

Requirements

• A Property & Casualty Insurance license is preferred but will train & license the right individual.
• A license must be obtained within 90 days of being onboard
• Possess a genuine willingness to learn, be intuitive and resourceful, and be coachable.
• Possess an upbeat, positive, and enthusiastic attitude.
• Proficiency in multi-tasking, follow-thru, and follow-up is a MUST.
• Strong work ethic and leadership skills
• Driven and goal-oriented individual
• Great Customer Service Skills.

• Life and Health license (must be able to obtain within 60 days)
• The selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to complete any applicable licensing requirements and training programs successfully. State Farm agents are independent contractors who hire their employees. State Farm agents’ employees are not employees of State Farm.

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