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Service Associate:
Summary
Service Associates work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Service Associates will analyze, clarify, and resolve policy and account-related questions. The position of the Service Associate offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.
Core Job Duties
Core job duties include, but are not limited to:
· Become licensed in Property & Casualty as well as Life, Accident and Health
· Determine customer requirements and expectations to help the customer identify specific products and solutions
· Solicit, sell and negotiate new business policies
· Review renewal business and identify appropriate follow-up action based on degree of change
· Cross-sell/up-sell products to existing customers
· Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
· Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs Perform risk analysis and underwriting
· Client/Claims liaison
· Refer unresolved customer grievances or complex customer interactions to senior team member
· Implement/adhere to company and Agency guidelines General customer service duties as presented Performs other duties as assigned
Core competencies
· Business Results: Able to meet individual performance metrics and goals.
· Multi-tasking: Able to successfully juggle multiple priorities at any given time.
· Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions (CRM).
· Communication: Possess outstanding written and verbal communication skills.
· Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines.
· Teamwork: Accept feedback when offered and work well with others.
· Problem solving: Able to research and identify timely solutions to customer-related problems.
Preferred skills and abilities
· Four-year college degree highly preferred. High school diploma or equivalent required.
· Previous customer service experience highly preferred.
· Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, bilingual (if applicable to area), and strong verbal and written communication skills.
Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule. Some travel is required.Service Associate
Do you thrive in a work environment where you must multi-task and have strong organization skills? Are you Connected and involved in your community? Are you coachable and a team player? Interviewing now to add to our team!
Requirements
· Generate new business via telephone, networking and other lead sources
· Develop insurance proposals, deliver sales presentations and close sales
· Develop ongoing networking relationships
· A valid driver’s license
· Oral and written communication skills as appropriate to this position.
· Ability to read, write and speak the English language.
· Previous Sales experience preferred
salary range is based off of experience
Insurance Sales Associate Qualifications:
· Willingness to learn, be intuitive and resourceful
· Possess an upbeat, positive and enthusiastic attitude
· Self-starter with a sense of urgency
· Excellent communication/interpersonal skills
· Confident, strong work ethic and independent
· Highly self-motivated
· Customer service focused
· Entrepreneurial Mindset
In addition to our quality products, we have access to extremely qualified specialists in the areas of Farm/Ranch Operations, Commercial Insurance, Estate Funding, Retirement Funding, Education Funding, and Advanced Insurance Planning.
Why Farm Bureau is different
· Protecting Livelihoods and Futures- we’ve got it covered with a wide variety of property/casualty, life insurance, and annuity products.
· Dedicated Team- Along the way you’ll be backed by a team of talented supportive people including; an Agency Manager, Assistant Agency Manager, Field Training Consultant, Field Commercial Underwriter, Field Ag Underwriter, Regional Financial Consultant, Sales Coach, Just in Time team, and more
· A.M Best “A” Company- Farm Bureau’s positive rating attributes include the strong risk-adjusted capitalization, favorable five-year operating performance and well-established market presence.
Job Type: Full-time
Pay: $15.00 - $20.00 per hour
Shift:
Weekly day range:
Ability to Relocate:
Work Location: In person
Full Time
$77k-102k (estimate)
04/11/2024
08/08/2024
importantlocalbusinesses.com
MOUNT PLEASANT, IA
50 - 100
1990
$10M - $50M
The job skills required for Service Associate include Customer Service, CRM, Futures, Problem Solving, Insurance Sales, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Service Associate positions, which can be used as a reference in future career path planning. As a Service Associate, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Service Associate. You can explore the career advancement for a Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Service Associate job description and responsibilities
Sales and customer service associates are employees who are responsible for closing out sales deals and attending to customer needs.
01/01/2022: Las Cruces, NM
Many customer service associates are full-time employees, although some may work part-time or as temporary employees.
01/31/2022: Eugene, OR
A strong associate will be able to quickly understand the customer’s problem and propose the best solution.
01/07/2022: Pocatello, ID
The customer service associate at the Home Depot follows procedures for price changes and new products.
12/13/2021: Nashville, TN
Customer Service Associate assist customers with emergency problems or unexpected situations Providing solutions for customer problems.
12/17/2021: Baton Rouge, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Service Associate jobs
Typically, a customer service associate will need to obtain their high school diploma or GED.
02/27/2022: Spokane, WA
Conduct research on the employer, hiring manager, and job opportunity.
02/27/2022: Greenville, MS
Communicate as efficiently as possible.
02/04/2022: Saginaw, MI
Don’t pursue close personal relationships with the team.
01/12/2022: Clarksville, TN
Stop Complaining About Missed Calls.
01/18/2022: Cedar Falls, IA
Step 3: View the best colleges and universities for Service Associate.