Insurance and Financial Services Position - State Farm Team Member
Full Time in Clayton, CA
Responsive recruiter
Replies within 24 hours
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
About Us At The Tim McGallian – State Farm Insurance Agency, we are committed to providing exceptional insurance and financial services to our clients. We uphold a tradition of excellence and personalized service. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.
Job Description Are you a passionate problem-solver with a knack for building lasting relationships? Do you thrive in a fast-paced environment where no two days are the same? If so, we have the perfect opportunity for you! As an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most.
Key Responsibilities
- Client Support Provide exceptional customer service by addressing client inquiries, resolving issues, and offering personalized advice on insurance and financial services.
- New Policy Placement Assist clients in identifying their insurance needs, explain policy options, and facilitate the placement of new insurance policies with State Farm.
- Policy Management Oversee existing policies, ensure timely renewals, and make necessary adjustments to ensure clients have the coverage they need.
- Financial Services Offer basic financial advice and direct clients to appropriate financial products and services, helping them achieve their financial goals.
- Sales & Marketing Proactively reach out to potential clients, generate leads, and promote our wide range of insurance and financial products.
- Administrative Duties Maintain accurate client records, process documentation efficiently, and ensure compliance with company policies and state regulations.
- Team Collaboration Work closely with colleagues to share knowledge, strategies, and contribute to a positive and collaborative work environment.
Qualifications
- Experience Previous experience in insurance or financial services is highly desirable, but we are willing to train the right candidate.
- Licensing Must obtain or possess both a State of California Property & Casualty Insurance License and a Life and Health Insurance License.
- Skills Excellent communication, organizational, and multitasking abilities. Strong sales and customer service orientation.
- Technology Proficiency with Microsoft Office Suite and ability to quickly learn new software applications.
What We Offer
- Competitive Salary Attractive compensation package with performance-based incentives.
- Supportive Environment A collaborative team culture with supportive leadership.
- Benefits Comprehensive health, dental, vision, and retirement plans.
- Work-Life Balance Flexible working hours and a commitment to work-life balance.
How to Apply If you are ready to take your career to the next level and make a meaningful impact in the lives of our clients, we want to hear from you! Please send your resume and a cover letter detailing your relevant experience and why you are the perfect fit for this role And as a special request, in the Comments section of the Prescreen Questions please write “I am an Insurance Rock Star”
Join the Tim McGallian – State Farm Insurance Agency and be part of a team where your skills and passion can truly make a difference. Apply today and help us continue to protect and empower our community with the best in insurance and financial services!
The Tim McGallian – State Farm Insurance Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Compensation $21.00 - $24.00 per hour
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none