Financial Associate (Corporate) jobs in Sioux Falls, SD

Service Associate:

Summary

Service Associates work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Service Associates will analyze, clarify, and resolve policy and account-related questions. The position of the Service Associate offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.

Core Job Duties

Core job duties include, but are not limited to:

· Become licensed in Property & Casualty as well as Life, Accident and Health

· Determine customer requirements and expectations to help the customer identify specific products and solutions

· Solicit, sell and negotiate new business policies

· Review renewal business and identify appropriate follow-up action based on degree of change

· Cross-sell/up-sell products to existing customers

· Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken

· Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs Perform risk analysis and underwriting

· Client/Claims liaison

· Refer unresolved customer grievances or complex customer interactions to senior team member

· Implement/adhere to company and Agency guidelines General customer service duties as presented Performs other duties as assigned

Core competencies

· Business Results: Able to meet individual performance metrics and goals.

· Multi-tasking: Able to successfully juggle multiple priorities at any given time.

· Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions (CRM).

· Communication: Possess outstanding written and verbal communication skills.

· Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines.

· Teamwork: Accept feedback when offered and work well with others.

· Problem solving: Able to research and identify timely solutions to customer-related problems.

Preferred skills and abilities

· Four-year college degree highly preferred. High school diploma or equivalent required.

· Previous customer service experience highly preferred.

· Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, bilingual (if applicable to area), and strong verbal and written communication skills.

Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule. Some travel is required.Service Associate

Do you thrive in a work environment where you must multi-task and have strong organization skills? Are you Connected and involved in your community? Are you coachable and a team player? Interviewing now to add to our team!

Requirements

· Generate new business via telephone, networking and other lead sources

· Develop insurance proposals, deliver sales presentations and close sales

· Develop ongoing networking relationships

· A valid driver’s license

· Oral and written communication skills as appropriate to this position.

· Ability to read, write and speak the English language.

· Previous Sales experience preferred

salary range is based off of experience

Insurance Sales Associate Qualifications:

· Willingness to learn, be intuitive and resourceful

· Possess an upbeat, positive and enthusiastic attitude

· Self-starter with a sense of urgency

· Excellent communication/interpersonal skills

· Confident, strong work ethic and independent

· Highly self-motivated

· Customer service focused

· Entrepreneurial Mindset

In addition to our quality products, we have access to extremely qualified specialists in the areas of Farm/Ranch Operations, Commercial Insurance, Estate Funding, Retirement Funding, Education Funding, and Advanced Insurance Planning.

Why Farm Bureau is different

· Protecting Livelihoods and Futures- we’ve got it covered with a wide variety of property/casualty, life insurance, and annuity products.

· Dedicated Team- Along the way you’ll be backed by a team of talented supportive people including; an Agency Manager, Assistant Agency Manager, Field Training Consultant, Field Commercial Underwriter, Field Ag Underwriter, Regional Financial Consultant, Sales Coach, Just in Time team, and more

· A.M Best “A” Company- Farm Bureau’s positive rating attributes include the strong risk-adjusted capitalization, favorable five-year operating performance and well-established market presence.

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Shift:

• Day shift
• Evening shift

Weekly day range:

• Monday to Friday

Ability to Relocate:

• Slayton, MN 56172: Relocate before starting work (Required)

Work Location: In person