Job Board Submissions Title:
Bilingual Sales Assistant ($36k-$40k + bonus)

Post Date
1/10/2024

Expiration Date
2/29/2024

Details:
We are using our insurance agency as a platform to do good. For over 5 years we have been caring for an established book of customers, many who have been with State Farm for over 25 years. We serve as a resource in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. As a young agency, we are actively growing our customer base and engage with community members to offer personal and business insurance in addition to financial services products.

About the role:
* Initial touch point for all customers who call or come into the office. Ensuring a warm, inclusive experience.
* Support existing customers with payments, billings questions, changes to accounts, and other service troubleshooting.
* Assist the Agent and sales team with new customer documentation, followup, and underwriting appointment scheduling.
* Schedule, prepare, and confirm current customer appointments.
* Support in generating referrals from current customers and Google reviews.
* Work with leads, both new and old, and gather information to possibly sign new business.
* Support the team by running quotes for new and existing customers.
* Work with the team in achieving daily goals and support as needed.

Job Type: Full-time

Pay: $37,000.00 - $40,000.00 per year + Bonus Opportunities

Benefits: Paid training, Life insurance, Short Term Disability, Paid time off, Professional development assistance

Schedule: Monday to Friday

Travel requirement: None

Work Location: In person, Henrico, VA 23229 (Required)

Qualifications:
Job Requirements:
* Work in- office Monday through Friday 830a- 515p
* Bilingual: Strong, fluent written and verbal communication in English & Spanish (required)
* Have or be able to obtain licensing within 30 days: Property & Casualty License
* Pass a background check and fingerprint processing
* Competency working in Microsoft Suite
* Be able to sit for extended hours
* Be able to lift 20 pounds with or without assistance

Bonus Experience:
* Insurance or Financial industry experience
* Life & Health Insurance Licensed


Comments:
Our Culture:
Mission-Driven: We are inspired by, and fully bought into, our mission. We educate first and then offer options to our customers to make informed decisions. We proudly represent the number one insurance company in the United States and benefit greatly from being affiliated with such a strong brand.

Passionate Problem Solvers: We are passionate about offering solutions to each of our customer's unique needs. We listen, empathize, and empower people to choose the solution that fits their lives.
Open and Inclusive: Input from our team members and customers is not just encouraged; it's vital to the way we do business. We believe that honesty and transparency are essential in building trust.

About You:
Action Oriented Thinker: You are able to see the big picture, aligning your actions with the long-term goals. You take action, seize opportunities, and are unafraid to take calculated chances.

Driven: You are eager and willing to learn, quickly picking up new information and skills. You have a strong desire to succeed and achieve your goals.

Confident and Resilient: You are confident and resilient, bouncing back from setbacks with determination. You are resourceful, finding creative solutions to challenges. You maintain a positive and optimistic attitude even during challenges.

Successful: You have a track record of success in your endeavors and present yourself in a professional manner. You thrive on learning, competing, and excelling at the highest level. You enjoy making new friends, problem-solving, and contributing to the team's success.

Strong Work Ethic: You pay attention to details and maintain an organized approach to your work. You are known for your strong work ethic, ensuring tasks are completed efficiently, while maintaining a calm approach. You can work independently, taking initiative and responsibility for your tasks.

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Employer:
Tracey Portillo State Farm
Contact:
Shannon Flynn

Address:
1100 Welborne Drive, Suite 204
Henrico, VA 23229

Work Phone:
80474071

Email:
shannon@forthegoodofva.com

Website:
www.forthegoodofva.com

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