Licensed Insurance Customer Service & Sales Lead

Licensed Insurance Customer Service & Sales Lead

Repost Job Date: 2/11/2025 2:03:22 AM
Location: SCOTTSDALE, AZ, 85255
Salary: $40000.0 - $60000.0/year
Experience: 2 Year(s)

Position: Licensed Insurance Customer Service & Sales Lead

Full-time: (40 hours per week)

Pay Range: Salary (based on experience) + Commission

The Mat Herseth State Farm Agency is a dynamic and growing insurance agency based in Scottsdale, Arizona, dedicated to delivering exceptional customer service across the state. With over 16+ years of insurance and business experience, our team focuses on building lasting relationships by understanding each customer's unique insurance needs. We provide tailored solutions for auto, home, life, and commercial insurance and expert guidance to ensure our clients are well-informed and protected.

As the Mat Herseth State Farm Agency team expands, we seek a passionate, outgoing, customer-focused, and resourceful individual to join the team as a Licensed Insurance Customer Service & Sales Lead. We are a fast-paced office and we're looking for someone who will excel in a collaborative and professional environment.

Must have an active Property and Casualty insurance license and the ability to commute to our office in Scottsdale, AZ.

Job Summary:

The Licensed Insurance Customer Service & Sales Lead position will enhance the customer experience by providing exceptional service, supporting insurance needs by facilitating customer interactions, taking the initiative to achieve sales goals, being open-minded to learning, and being innovative in supporting the growth and success of the Mat Herseth State Farm Agency.

Responsibilities:

Sales

• Achieve monthly and annual sales goals. The primary focus is Property & Casualty (P&C), with the future possibility of Life & Health (L&H) and Commercial insurance goals
• Identify potential clients through lead generation, referrals, and networking to build a robust sales pipeline
• Provide customers with insurance product and coverage information and options to support sales efforts
• Collaborate and support the team to achieve agency goals and plan community outreach/promotional events throughout the year
• Proactively follow up on client requests, policy renewals, and claims to ensure excellent customer service and identify additional sales opportunities

Customer Service

• Respond promptly and effectively to customer inquiries via phone, email, and in person
• Build and maintain strong customer relationships to ensure satisfaction and retention by accurately answering insurance and coverage-related questions and educating clients on insurance options, policy details, and the benefits of coverage options
• Verify customer information to guarantee accurate customer records and documentation
• Ensure compliance with industry regulations and internal policies for accurately and efficiently processing policy changes and updates

Other tasks as assigned.

Qualifications:

• Current Arizona insurance license
• 3+ years of proven customer service experience
• Proficient in using Microsoft Office (Word, Excel, Outlook)
• Detail-oriented with excellent communication (written and verbal), interpersonal skills, and organizational abilities
• Ability to multi-task, research, and work effectively in a fast-paced environment
• High school diploma or equivalent

The Mat Herseth State Farm Agency is an equal opportunity employer.

State Farm agents are independent contractors who hire their employees. State Farm agent's employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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