Account Representative - State Farm Agent Team Member

Insurewithluke; East Norriton Township (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Paid time off

Training & development

Job summary

Luke McCarty Insurance Agency is seeking an Account Representative to deliver exceptional customer service and build lasting relationships. You will act as a trusted liaison between customers and agency teams, guiding clients to personalized insurance solutions.

The role emphasizes proactive goal-driven service, accurate policy handling, and collaboration with underwriting, claims, and marketing to support growth and customer satisfaction.

Qualifications

• Excellent customer service and communication skills.
• Ability to build rapport and sustain long-term relationships.
• Proficiency with CRM systems or contact databases.
• Willingness to learn insurance products and cross-sell where appropriate.

Responsibilities

• Serve as the primary contact for customers, explaining auto, home, life, and commercial insurance options.
• Assist clients with applications, endorsements, and renewals accurately.
• Identify customer needs and suggest additional coverage to meet financial goals.
• Respond promptly to inquiries via phone, email, or in person, ensuring satisfaction.

Skills

Customer service

Communication

CRM software

Sales basics

Relationship building

Job description

Benefits:

• 401(k) matching


• Competitive salary


• Paid time off


• Training & development

ROLE DESCRIPTION

As an Account Representative at Luke McCarty Insurance Agency, you play a crucial role in driving the growth and success of our agency by delivering exceptional customer service and building lasting relationships. You serve as a trusted advisor and liaison between our customers and agency teams, ensuring that clients receive personalized insurance solutions tailored to their unique needs.

Your proactive approach to understanding customer goals and educating them on our products and services directly contributes to their financial security and peace of mind. This position offers an exciting opportunity to develop your career within a supportive, community-focused environment while making a meaningful impact on the lives of our customers.

We seek an attentive, personable, and goal-oriented professional who thrives in a fast-paced, collaborative setting and is passionate about helping others.

KEY RESPONSIBILITIES

• Serve as the primary point of contact for customers, providing detailed information about State Farm insurance products including auto, home, life, and commercial policies.


• Assist customers with completing policy applications, endorsements, and renewals accurately and efficiently.


• Proactively identify customer needs and recommend additional coverage options to enhance protection and meet financial goals.


• Respond promptly and professionally to customer inquiries via phone, email, or in-person visits, ensuring high satisfaction and retention.


• Maintain and update customer records and agency databases with accuracy and attention to detail.


• Collaborate closely with agency teams including underwriting, claims, and marketing to coordinate seamless service delivery.


• Participate in community events and marketing initiatives to promote agency visibility and generate new business leads.


• Stay informed about industry trends, State Farm products, and regulatory changes to provide knowledgeable guidance to customers.


• Meet or exceed individual and team sales targets and performance metrics.

QUALIFICATIONS & SKILLS

• Excellent verbal and written communication skills with a strong customer service orientation.


• Ability to build rapport quickly and maintain long-term customer relationships.


• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.


• Previous experience in insurance, sales, or customer service is preferred but not required; training will be provided.


• Proficient in using computer software and customer relationship management (CRM) systems.


• Self-motivated, goal-driven, and eager to learn and grow professionally.


• Ability to work both independently and as part of a collaborative team.


• Valid driver’s license and reliable transportation preferred.

WHY JOIN LUKE MCCARTY INSURANCE AGENCY?

• Opportunity to build a rewarding career with State Farm, a trusted leader in the insurance industry.


• Supportive work environment focused on professional development and community involvement.


• Competitive compensation package with performance-based incentives.


• Comprehensive training and ongoing education to help you succeed.


• Make a positive impact by helping individuals and families protect what matters most.