Insurance & Financial Service Representative

Job Description

Job Description

At Terrill Mayberry - State Farm Agency, we're dedicated to empowering individuals to safeguard their futures through tailored insurance solutions. As an Insurance & Financial Services Representative, you'll play a crucial role in helping clients understand their coverage options, ensuring they feel confident in their decisions. You'll join a team that values integrity, accountability, and a strong customer focus—where relationships with policyholders are at the heart of what we do.

We're seeking a motivated communicator with keen attention to detail and strong listening skills. In this role, you'll drive sales by building connections through networking, referrals, and innovative marketing strategies. We offer a flexible full-time position with ample growth opportunities within our supportive environment. If you're ready to make a meaningful impact and advance your career in the insurance industry, we invite you to apply today.

Compensation:

$60,000+ At-Goal

Responsibilities:

• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales

• Conduct needs-based conversations to identify coverage gaps and recommend appropriate solutions across: Auto, Home, Life, and basic Financial Services.
• Build and manage a consistent pipeline through proactive outreach (calls, follow-ups, referrals, community connections, networking, etc).
• Deliver an outstanding client experience by providing timely, accurate service (policy changes, billing questions, claims guidance, coverage reviews).
• Generate and present quotes, close new business, and support retention through annual reviews and policy education.
• Document activity and track opportunities using agency tools/CRM to maintain high follow-through and responsiveness.
• Collaborate with the agent and team to hit individual and agency goals, while maintaining compliance standards.

Qualifications:

• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
• Fundamental computer skills such as experience with Microsoft Office
• Job seekers must already have or be willing to get an insurance license
• Working knowledge of accounting and sales lead software is a plus
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

Required/Preferred Skills

• Strong communication skills—comfortable on the phone and in consultative conversations.
• Customer-focused mindset with the ability to influence and educate (not pressure).
• Goal-oriented, self-motivated, and dependable in a fast-paced environment.
• Comfortable learning product information, using technology, and following processes.
• Sales, service, banking, or call-center experience is a plus (but not always required).

Licensing

• Ability to obtain or currently hold applicable state licenses (typically): Property & Casualty (P&C), Life & Health. If not currently licensed, willingness to complete licensing requirements is expected.

About Company

At Terrill Mayberry – State Farm Agency, we focus on helping people identify their insurance and financial needs so they can protect their loved ones and manage their financial future. We maintain a culture of integrity and accountability while providing a consistent customer experience.

Our agency values building strong relationships with our policyholders and the community. Throughout the year, our team participates in local events, such as the Birmingham Farmers Market, and volunteers with several local non-profits.

We serve the Metro-Detroit Area and the entire State of Michigan.