Benefits:- Paid time off
- Bonus based on performance
- Competitive salary
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Lafayette, IN and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
ROLE DESCRIPTION:
As
Account Associate for Austin Kyle - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:- Engage with prospective customers through calls, emails, texts and community outreach.
- Develop and maintain a pipeline of potential new business opportunities, especially through referrals.
- Schedule and conduct follow-up interactions to support acquisition goals.
- Consistently onboard new customers through consistent, proactive follow-up.
- Collaborate with team members to coordinate outreach strategies.
- Track activity and report progress toward established objectives.
- Maintain compliance with office and regulatory procedures.
QUALIFICATIONS:- Strong communication and relationship-building skills.
- Detail-oriented and organized, with the ability to manage multiple tasks.
- Comfortable initiating contact and interacting with prospective customers.
- Must have a consistent positive attitude, ethical, coachable and adaptable to processes, open to change, reliable and be self-driven to exceed sales expectations.
- Previous experience in marketing, outreach, or customer service preferred.
- Must be able to obtain applicable state insurance licenses.
