Job Description

SCOTT STIGALL STATE FARM

JOB DESCRIPTION

Account Associate

Looking for an outgoing individual who desires a career working with the leading company in insurance and financial services. A successful candidate will be motivated by helping others, closing the deal, and goal oriented. You will develop an expertise in insurance, financial services, and building relationships while being an integral part of a team handling a growing book of business. For the right individual, this could lead to an opportunity to own and operate your own State Farm Agency

Job Title

Account Associate

Job Purpose

To work as an employee of a State Farm Agent assisting the agent in marketing State Farm products and services and providing quality service to State Farm customers.

EXPERIENCE AND KNOWLEDGE:

o Bachelor’s Degree desirable

• Experience in marketing and/or customer service desirable.

• Experience with computer software desirable.

• Knowledge of personal lines insurance products desirable.

DUTIES AND RESPONSIBILITIES:

• Implement the agency’s marketing plan at direction of the agent.

• Work from the agent’s office to contact prospects and current policyholders to generate interest in insurance financial review appointments.

• Conduct needs based interviews in the agent’s office supported by technology.

• Meet goals set by the agent.

• Provide prompt, accurate, friendly, cost-effective service and utilize it as a basis for establishing a marketing opportunity.

• Perform other related duties as assigned by the agent.

SKILLS/ ABILITIES:

• Results oriented
• Ability to work well as part of a team
• Ability to identify prospects
• Ability to create positive business relationships

• Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders and to satisfy insurance licensing requirements.

• Strong listening, oral and written communication skills.

• Ability to organize and act on several activities concurrently.

JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS

Successfully complete all company, state and federal requirements (licenses) to market and service designated State Farm products and continue to be licensed in good standing is required.