Job Title:
 
State Farm, Staff Insurance Account Representative
 

 
Job Purpose:
 
To assist in the marketing of State Farm auto, fire, health, life and bank products as an employee of a State Farm independent contractor agent
 

 
Experience and Knowledge:
 
*Experience in a variety of computer applications, particularly Windows applications.
 
*Desirable experience in marketing and customer service
 
*Desirable knowledge auto insurance products
 

 
Skills/ Abilities:
 
*Ability to satisfy insurance licensing requirements
 
*Ability to learn and apply product, industry and market knowledge to provide suitable recommendations to potential and existing clients
 
*Ability to conduct needs based marketing interviews with potential and existing clients
 
*Problem solving skills
 
*Ability to effectively relate to customers
 
*Strong listening, oral and written skills
 
*Ability to take initiative and act effectively both individually and as a member of a team without direction
 
*Ability to create and maintain professional business relationships with prospects, policy holders, co-workers, and associates within the State Farm organization.
 
*Ability to lean and become proficient with various computer applications
 
*Ability to adapt to changing market conditions and a dynamic work environment
 
*Ability to pay close attention to detail and accuracy
 
*Ability to handle multiple tasks and maintain strong organizational skills
 
*Ability to remain positive and maintain progress towards a goal in spite of obstacles and adversity
 

 
Job Related Training Courses, Licensing and Programs
 
*Successfully complete and maintain all state and federal and State Farm requirements–including licensing– to market and service designated State Farm auto products and services
 
*Remain current in all product changes and technical developments, and participate in company and industry training sessions as required
 
*Complete training as required, including Compliance and Information Security Awareness
 
*Remain current in all Continuing Education (CE) courses required
 

 
Duties and Responsibilities
 
*Maintain licenses to market State Farm products as requested
 
*Assist in developing a marketing plan for the agency
 
*Contact prospects and current policy holders to generate interest in appointments
 
*Create and facilitate product presentations to potential and existing clients
 
*Conduct needs based marketing interviews
 
*Utilize agency and State Farm computer applications, as required and available
 
*Accurately prepare forms, policies, endorsements when required
 
*Follow up with customers and keep agent informed
 
*Provide prompt, professional customer service
 
*Participate in training and team meetings as requested
 
*Perform other related duties as assigned by the agent