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David Munson Insurance & Financial Services Inc. · 1 month ago

Financial Services Representative - State Farm Agent Team Member

Bethesda, MD

Full-time

Onsite

New Grad, Entry Level

David Munson Insurance & Financial Services Inc. is seeking dynamic insurance professionals to help grow the business through value-based conversations and remarkable customer experiences. The role involves developing leads, establishing customer relationships, and providing prompt and accurate customer service regarding insurance products and services.

Insurance

Responsibilities

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services

Establish customer relationships and follow up with customers, as needed

Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification

Work with the agent to establish and meet marketing goals

Use a customer-focused, needs-based review process to educate customers about insurance options

Qualification

Customer serviceSales skillsInsurance knowledgeNetworkingSelf-starter

Required

Dynamic insurance professionals

Motivated self-starter

Ability to thrive in a fast-paced environment

Experience in developing leads and scheduling appointments

Ability to identify customer needs and market appropriate products and services

Establish customer relationships and follow up with customers

Provide prompt, accurate, and friendly customer service

Respond to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification

Work with the agent to establish and meet marketing goals

Use a customer-focused, needs-based review process to educate customers about insurance options