What are the responsibilities and job description for the Life Insurance Specialist position at Kevin Coan - State Farm Insurance Agent?
Company Description Kevin Coan - State Farm Insurance Agent serves individuals and families in Delran, NJ and surrounding communities with life, home, auto, and other insurance products. The office focuses on helping customers protect what matters most through personalized insurance guidance and coverage options. As part of the State Farm network, the agency offers competitive quotes, reliable service, and a trusted brand presence. Team members work in a supportive environment dedicated to building long-term customer relationships and delivering responsive, local service.
Role Description The Life Insurance Specialist is a full-time, on-site role based in Cinnaminson, NJ. This position is responsible for meeting with prospective and existing customers to assess their life insurance needs, explain coverage options, and recommend suitable policies. Daily activities include generating leads, conducting consultations, preparing quotes, and following up to close sales while maintaining accurate records in agency systems. The specialist responds to customer inquiries, supports policy changes, and collaborates with the team to achieve sales goals and uphold high service standards. The role involves ongoing learning about State Farm products, compliance requirements, and market trends to provide informed guidance.
Qualifications
- Candidates should possess skills in Insurance and Life Insurance products, including an understanding of coverage types, policy structures, and regulatory considerations.
- Candidates should possess skills in Insurance Sales and Sales, including prospecting, consultative selling, and closing opportunities ethically and effectively.
- Candidates should possess strong Customer Service skills, including active listening, clear communication, and resolving concerns with professionalism.
- Candidates should possess basic Finance skills, such as interpreting financial needs, discussing premiums, and aligning coverage with budget and long-term goals.
- State insurance producer license (or ability to obtain within a specified timeframe) is required or strongly preferred.
- Comfort with office technology and CRM systems, along with strong organizational and time-management skills.
- Ability to work collaboratively in an office environment, meet performance targets, and adhere to compliance and ethical standards.
- Previous experience in insurance, financial services, or related customer-facing roles is beneficial; high school diploma or equivalent required, post-secondary education is a plus.