What are the responsibilities and job description for the Insurance Sales Specialist position at Bryan Jacobs State Farm Agent?
Company Description Bryan Jacobs State Farm Agency serves customers across the entire state of Mississippi from its conveniently located Gulfport office on Highway 49. The team focuses on supporting residents and new arrivals to Gulfport, Long Beach, Biloxi, Saucier, Wool Market, Diberville, and Ocean Springs, offering guidance to help individuals and families manage their insurance needs. The agency provides a wide range of products, including auto, home, renters, life, health, small business, and various recreational vehicle insurance options. Team members prioritize educating customers on the insurance process and how coverage can protect them during unexpected events in life. The agency is led by an experienced, community-involved State Farm agent who has received multiple performance and leadership awards.
Role Description The Insurance Advisor is a full-time, on-site role based in Gulfport, MS. This position involves meeting with customers to assess their needs, explain coverage options, and recommend appropriate insurance products such as auto, home, life, health, and business policies. The Insurance Advisor will prepare quotes, process applications, manage policy changes, and assist with billing inquiries. Daily responsibilities include proactive outreach to potential and existing clients, maintaining accurate records in agency systems, and following up on leads to support agency growth. The role also includes collaborating with team members, participating in local marketing efforts, and ensuring each customer receives clear, professional guidance throughout the insurance process.
Qualifications
- Candidates should possess skills in Insurance and Finance, with the ability to understand policy structures, coverage options, and basic financial concepts.
- Candidates should possess skills in Consulting, including needs analysis, solution recommendations, and educating customers on insurance decisions.
- Candidates should possess strong Customer Service skills, focusing on responsiveness, professionalism, and building long-term client relationships.
- Candidates should possess excellent Communication skills, both verbal and written, to explain complex information clearly and confidently.
- Relevant state insurance licenses (or ability to obtain within a defined timeframe) are required; prior experience in an insurance or financial services environment is preferred.
- Strong organizational and time-management abilities, comfort with computer-based systems and CRM tools, and a goal-oriented mindset are beneficial.
- High school diploma or equivalent required; post-secondary education in business, finance, or a related field is an asset.