Account Associate

ROLE ESSENTIALS

• Must have Property, Casualty, Accident & Health and Life insurance license through the state of Tennessee (We can help you obtain these beforehand if you do not already have them)
• Bachelor’s Degree and more specifically, a Bachelor’s Degree concentrated in a business related field, is preferred
• Must be eligible to work in the U.S.
• Sales, marketing, customer service or management experience preferred (but not required)
• Pass a drug screening and criminal background check which is administered during the hiring process
• Must have a valid driver’s license
• Experience in a variety of computer applications, particularly Windows applications, desirable
• Khakis and Red Polo Not Required!

• Relationship Building skills
• Ability to pay close attention to detail and accuracy
• Ability to learn and apply product, industry and market knowledge to provide suitable recommendations to potential and existing clients
• Ability to be coached
• Strong listening, oral, and written communications skills
• Ability to take initiative and act effectively both individually and as a member of a team without direction. This includes taking initiative to learn more about the market itself.
• Ability to adapt to changing market conditions and a dynamic work environment
• Strong work ethic
• Excellent communication skills via phone and e-mail correspondence
• Desire to help people improve their lives
• Goal-oriented and focused on success
• Time management and organizational skills
• Must be willing to have fun

• Cross-selling
• Prospecting and generating new business through internet leads and with an already established referral program
• Provide excellent customer service
• Create and facilitate product presentations to potential and existing clients
• Conduct needs based marketing interviews
• Processing payments and customer’s requests
• Meeting with customers to determine their needs through policy reviews
• Daily team meetings and training, during work hours, to act as motivation and inspiration
• Generating and explaining quotes and product benefits
• Accurately prepare forms, policies, endorsements when required
• Contact prospects and current policyholders to generate interest in appointments

• Successfully complete and maintain all state, federal and State Farm requirements – – including licensing – to market and service designated State Farm auto products and services
• Remain current in all auto 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 as required

• Maintain licenses to market State Farm products, as requested
• Utilize agency and State Farm computer applications, as required and available
• Follow agency’s guidelines for processes and daily activities
• Follow up with customers and keep the agent informed
• Perform other related duties as assigned by the agent
• Exhibit prompt and professional customer service that fosters customer retention and attempt to retain business when/if customers call in to cancel
• Create and foster a list of up to 5 center-of-influence referral partners (Assistance will be provided with this)