Licensed Insurance Sales Representative at Mat Herseth - State Farm Agency

Licensed Insurance Sales Representative

Repost Job Date: 1/7/2025 2:04:06 AM
Location: SCOTTSDALE, AZ, 85255
Salary: $40000.0 - $60000.0/year
Experience: 2 Year(s)

As the Mat Herseth State Farm Agency team continues to grow, we seek a passionate, outgoing, resourceful, and customer-focused individual to join our team as a Licensed Multi-Line Insurance Sales Specialist! In this role, the Licensed Multi-Line Insurance Sales Specialist will take on the trusted role of an insurance partner, focusing on achieving sales goals while delivering exceptional customer service.

The Licensed Multi-Line Insurance Sales Specialist position is an excellent opportunity for individuals with strong sales skills, a passion for helping others, and a commitment to professional growth in the insurance industry. The position includes educating clients about policy and coverage options, guiding informed decisions, and working with a wide range of insurance products, including property, casualty, life, and health insurance to meet each individual's unique insurance needs.

You must meet the following criteria to be considered for this position:

• Have an active Property and Casualty insurance license
• Have the ability to commute to our Scottsdale, AZ agency location; this is an in-office position, we will not consider remote workers.
• You must have the ability to thrive in a fast-paced environment, enjoy building meaningful relationships, and are driven to succeed...

If you meet the criteria above, we invite you to apply for this rewarding role.

BENEFITS:

• Hourly pay (based on experience and licensing)
• An inclusive culture that supports work-life balance.
• Monthly bonus and performance-based incentive opportunities based on sales achievements.
• Comprehensive training resources provided.
• Occasional office-provided lunches.

RESPONSIBILITIES:

60% - Sales:

• Achieve and exceed monthly and annual sales goals for Property & Casualty (P&C) and Life & Health insurance products.
• Identify potential clients through lead generation, referrals, and networking to build a robust sales pipeline.
• Conduct insurance needs assessments to recommend tailored insurance solutions that meet clients' coverage requirements.
• Build and maintain strong, long-term client relationships to ensure repeat business and referrals.
• Maintain compliance with state licensing requirements and ethical sales practices.
• Clearly explain policy terms, conditions, and exclusions to clients to avoid misunderstandings.
• Use Client Relationship Management (CRM) tools to track sales activities, handle policy applications, and research modifications accurately and efficiently.
• Collaborate with team members to share leads, sales strategies, and market insights.

30% - Customer Support:

• Proactively follow up on client inquiries, policy renewals, and claims to provide excellent customer service via phone, email, and in person.
• Builds and maintains strong customer relationships to ensure satisfaction and retention by accurately answering insurance and coverage-related questions and educating clients on insurance options, policy details, and the benefits of coverage options.
• Verifies customer information to guarantee accurate customer records and documentation.
• Collaborates and supports the team to achieve agency goals and plan community outreach/promotional events throughout the year.

10% - Other Tasks as Assigned.

QUALIFICATIONS:

• Current Property and Casualty (P&C) and Life and Health insurance license.
• 2+ years of sales experience with a demonstrated track record of consistently meeting or exceeding monthly sales goals.
• Detail-oriented with excellent organizational and research abilities.
• Proven customer service experience, strong communication (written and verbal), and interpersonal skills.
• Proficient in using Microsoft Office (Word, Excel, Outlook).
• Ability to multi-task, work effectively, and be resourceful in a fast-paced environment.
• High school diploma or equivalent.

JOB DETAILS:

• Job Type: Full-time
• Pay: Depending on Experience Starting at $40,000 annual base + monthly bonus/commission
• Expected hours: 40 per week
• Shift: Day shift (9 am - 5 pm)
• Weekly day range: Monday to Friday
• Ability to Commute: Scottsdale, AZ 85255 (Required)
• Work Location: In person (Required)

ABOUT US:

The Mat Herseth State Farm Agency is a dynamic and growing insurance agency based in Scottsdale, Arizona, dedicated to delivering exceptional customer service across the state. With over 16+ years of insurance and business experience, our team focuses on building lasting relationships by understanding each customer's unique insurance needs. We provide tailored solutions for auto, home, life, and commercial insurance and expert guidance to ensure our clients are well-informed and protected.

State Farm agents are independent contractors who hire their employees. State Farm agent's employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

The Mat Herseth State Farm Agency is an equal-opportunity employer.

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