What are the responsibilities and job description for the Insurance Sales Specialist position at Kari Hargrave - State Farm Insurance Agent?
Company Description Kari Hargrave – State Farm Insurance Agent is a local State Farm office serving the Royse City, TX community with life, home, auto, and other insurance products. The agency focuses on providing personalized coverage options and clear guidance to help customers protect what matters most. Prospective team members will join an established, nationally recognized brand known for its customer-first approach and strong support resources. The office emphasizes relationship-building, responsiveness, and reliable service for individuals and families seeking insurance solutions.
Role Description Insurance Sales Specialist is a full-time, on-site role based in Royse City, TX. This position is responsible for consulting with prospects and existing customers to understand their needs and recommend appropriate life, home, auto, health, and other insurance products. Day-to-day tasks include generating and following up on leads, preparing quotes, explaining coverage options, and guiding customers through applications, policy changes, and renewals. The specialist will handle inbound inquiries, conduct outbound calls, maintain accurate records in the agency’s systems, and support office marketing and networking activities. Collaboration with the agent and team to meet sales goals, deliver excellent customer experiences, and ensure compliance with State Farm and regulatory requirements is essential.
Qualifications
- Candidates should possess skills in Insurance Sales for effectively consulting with customers and closing appropriate coverage solutions.
- Candidates should possess a strong foundation in Property and Casualty Insurance as well as Life and Health Insurance to explain policy options and ensure suitable protection for varied customer needs.
- Candidates should possess excellent Customer Service skills to build trust, handle questions, resolve concerns, and maintain long-term relationships.
- Candidates should possess strong communication, interpersonal, and active listening skills to clearly present information and understand client priorities.
- Candidates should possess basic computer proficiency and the ability to learn agency management systems and quoting tools.
- Candidates should possess a results-oriented mindset with the ability to meet individual and team sales goals while following compliance and ethical standards.
- Relevant state insurance licenses (or the ability to obtain them within a designated timeframe) are required; prior experience in insurance, financial services, or sales is preferred.
- Candidates should possess a high school diploma or equivalent; additional education in business, finance, or a related field is beneficial.