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Account Manager

Company: State Farm Agent
Location: Baton Rouge
Posted on: September 13, 2019

Job Description:

Overview of the Position--This position involves providing customer service of insurance and financial service products/customers for the Michael B Flavin Insurance Agency.----State Farm Corresponding Job Title:--Personal Account Representative (must be LSA4, LSA5 or Select Staff)--Top 4 Job Responsibilities:--------------------Customer Service for all product Lines------------------Accept Claims------------------Perform IFRs for Existing Customers------------------Pivoting--Required Education, Experience OR Licenses (KSAs - Knowledge, Skills & Abilities):------------------High School Diploma or Equivalent at time of hire------------------College Degree or sufficient customer service experience at time of hire------------------Louisiana Property and Casualty License to be attained ------------------Louisiana Life/Health License--to be attained------------------Select Staff Agreement - Auto/Fire/Life/Health to be attained------------------State Farm Bank Certification to be attained------------------Experienced use of computer operation including Windows, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Internet Explorer and Microsoft Outlook at time of hire--List of Job Activities:--------------------Greeting customers and prospective customers that call in, walk in or click in.------------------Approximately 60% of work is service to your assigned alphabet group of existing customers, including writing additional add on applications. The work included in this area is all service to existing households including but not limited to add on applications, policy service, claims handling, household underwriting reviews, recognizing life events and setting up reviews for customers with specific needs.--------------------Approximately 40% of work is to enhance the agency with new sales by pivoting to needs identified during customer service.--This includes quoting and writing new products for existing customers, recognizing needs and pivoting to those needs and getting policies issued.--------------------Perform Insurance and Financial Reviews (IFRs)------------------Secure referrals for the agency------------------Line Leader for an assigned line of business------------------Attend staff meetings and training programs sponsored by the agency.------------------Provide a great customer experience in every interaction with a customer/prospect in and out of the agency------------------Perform routine office duties, such as answering the telephone, general office appearance (kitchen cleaning & garbage pickup) and other general office duties that come up in the course of business.--------------------Handle additional duties as the needs arise.o------Note:--the job is not limited to these activities and others can be assigned as needed

Keywords: State Farm Agent, Baton Rouge , Account Manager, Executive , Baton Rouge, Louisiana

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