Insurance & Financial Service Representative

Terrill Mayberry - State Farm Agency

Insurance & Financial Service Representative

Birmingham, MI
Paid
  • Responsibilities

    At Terrill Mayberry - State Farm Agency, we're dedicated to empowering individuals to safeguard their futures through tailored insurance solutions. As an Insurance & Financial Services Representative, you'll play a crucial role in helping clients understand their coverage options, ensuring they feel confident in their decisions. You'll join a team that values integrity, accountability, and a strong customer focus—where relationships with policyholders are at the heart of what we do. We're seeking a motivated communicator with keen attention to detail and strong listening skills. In this role, you'll drive sales by building connections through networking, referrals, and innovative marketing strategies. We offer a flexible full-time position with ample growth opportunities within our supportive environment. If you're ready to make a meaningful impact and advance your career in the insurance industry, we invite you to apply today. Responsibilities: • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs • 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 • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales • 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: • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations • Fundamental computer skills such as experience with Microsoft Office • Job seekers must already have or be willing to get an insurance license • Working knowledge of accounting and sales lead software is a plus • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus 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. Compensation: $60,000+ At-Goal

    • 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.

  • Compensation
    $60,000 per year