Poonam Walia - State Farm Agent
Customer Service Representative - State Farm Agent Team Member
Poonam Walia - State Farm Agent, Riverside, California, United States, 92504
Customer Service Representative - State Farm Agent Team Member Poonam Walia - State Farm Agent•Riverside, CA, United States
Benefits:
Bonus based on performance
Opportunity for advancement
Paid time off
Training & development
Tuition assistance
Position Overview: Poonam Walia State Farm is seeking a self-motivated, competitive and results-driven energetic professional in helping our business grow through value-based conversations. In this role, you will focus on developing and maintaining relationships with business clients, identifying their insurance needs, and recommending appropriate State Farm business insurance products to protect their assets and operations.
Key Responsibilities:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services by understanding clients' business risks and insurance requirements.
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.
Prepare accurate insurance quotes and proposals based on clients' needs and preferences, effectively presenting the value and benefits of the offered insurance products.
Identify opportunities to cross-sell or up-sell additional insurance products to existing clients, maximizing their coverage and overall satisfaction.
Assist clients throughout the sales process, from initial contact to policy issuance.
Collaborate with underwriters and claims specialists to ensure client satisfaction.
Meet or exceed sales targets and performance metrics.
Stay informed about industry trends, competitor products, and regulatory changes.
Maintain a strong work ethic with a total commitment to success each and every day.
Qualifications:
Proven sales experience
Excellent communication, negotiation, and interpersonal skills.
Self-motivated with a goal-oriented mindset.
Ability to build trust and maintain long-term client relationships.
Proficient in Microsoft Office and CRM software.
Valid insurance license or willingness to obtain one (Property & Casualty, Life & Health).
Bachelor's degree preferred but not required.
Bilingual- Spanish preferred
What We Offer:
Hourly pay with commission and bonus opportunities.
Licensing expenses covered by agency
Ongoing training and professional development.
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Compensation: $45,000.00 - $70,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Riverside, CA and help customers with their insurance and financial services needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Benefits:
Bonus based on performance
Opportunity for advancement
Paid time off
Training & development
Tuition assistance
Position Overview: Poonam Walia State Farm is seeking a self-motivated, competitive and results-driven energetic professional in helping our business grow through value-based conversations. In this role, you will focus on developing and maintaining relationships with business clients, identifying their insurance needs, and recommending appropriate State Farm business insurance products to protect their assets and operations.
Key Responsibilities:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services by understanding clients' business risks and insurance requirements.
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.
Prepare accurate insurance quotes and proposals based on clients' needs and preferences, effectively presenting the value and benefits of the offered insurance products.
Identify opportunities to cross-sell or up-sell additional insurance products to existing clients, maximizing their coverage and overall satisfaction.
Assist clients throughout the sales process, from initial contact to policy issuance.
Collaborate with underwriters and claims specialists to ensure client satisfaction.
Meet or exceed sales targets and performance metrics.
Stay informed about industry trends, competitor products, and regulatory changes.
Maintain a strong work ethic with a total commitment to success each and every day.
Qualifications:
Proven sales experience
Excellent communication, negotiation, and interpersonal skills.
Self-motivated with a goal-oriented mindset.
Ability to build trust and maintain long-term client relationships.
Proficient in Microsoft Office and CRM software.
Valid insurance license or willingness to obtain one (Property & Casualty, Life & Health).
Bachelor's degree preferred but not required.
Bilingual- Spanish preferred
What We Offer:
Hourly pay with commission and bonus opportunities.
Licensing expenses covered by agency
Ongoing training and professional development.
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Compensation: $45,000.00 - $70,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Riverside, CA and help customers with their insurance and financial services needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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