Account Representative - State Farm Agent Team Member

Dakota Andrews - State Farm Agent; Greensboro (NC); Hybrid; USD 22,000 - 36,000; Part time

Benefits offered by this job

Opportunity for advancement

Training & development

Wellness resources

Job summary

Dakota Andrews State Farm is seeking a personable, motivated team member for a hybrid Insurance Account Representative focusing on Customer Onboarding & Retention. You will guide new customers through onboarding, review policies, and identify coverage gaps while building lasting relationships.

The role blends customer service with proactive sales, including outbound outreach, in-depth account reviews, and licensing where needed.

Qualifications

• Experience in insurance or sales preferred.
• Ability to discuss products and recommend options.
• Strong communication and relationship-building skills.

Responsibilities

• Conduct onboarding appointments with new customers and help them understand their policies and coverage.
• Complete approximately 3 scheduled onboarding appointments per day.
• Review customer accounts and identify potential gaps in coverage.
• Educate customers on available insurance and financial products based on their needs.
• Make outbound calls to existing customers for policy reviews, follow-up, and account development.
• Assist with incoming customer calls, including general billing and service questions.
• Use service conversations to conduct quick account reviews and identify additional needs.
• Discuss additional protection options such as life insurance, health products, income protection, and other available products when appropriate.
• Schedule appointments for customers interested in additional insurance or financial services.
• Maintain accurate documentation and complete required account information.
• Ask satisfied customers for Google reviews and help create a great overall customer experience.
• Work closely with the rest of the agency team to meet individual and office goals.

Skills

Customer communication

Rapport building

Questioning

Sales-minded

Organization

Self-motivation

Dependability

Multi-product knowledge

Goal-oriented

Job description

Benefits:

• Opportunity for advancement
• Training & development
• Wellness resources

Insurance Account Representative - Customer Onboarding & Retention (PART-TIME)

Dakota Andrews State Farm is looking for a personable, motivated team member to join our agency in a hybrid Customer Onboarding & Account Development role.

This position is a great fit for someone who enjoys building relationships with customers, helping people understand their insurance coverage, and identifying opportunities to better protect their household. You'll work with both new and existing customers through onboarding appointments, policy reviews, service conversations, and proactive outreach.

This is not just a customer service position - we're looking for someone who can provide excellent service while also recognizing opportunities to deepen customer relationships and help customers with additional insurance and financial service needs.

What You'll Do

• Conduct onboarding appointments with new customers and help them understand their policies and coverage
• Complete approximately 3 scheduled onboarding appointments per day
• Review customer accounts and identify potential gaps in coverage
• Educate customers on available insurance and financial products based on their needs
• Make outbound calls to existing customers for policy reviews, follow-up, and account development
• Assist with incoming customer calls, including general billing and service questions
• Use service conversations as an opportunity to conduct quick account reviews and identify additional needs
• Discuss additional protection options such as life insurance, health products, income protection, and other available products when appropriate
• Schedule appointments for customers interested in additional insurance or financial services
• Maintain accurate documentation and complete required account information
• Ask satisfied customers for Google reviews and help create a great overall customer experience
• Work closely with the rest of the agency team to meet individual and office goals

What We're Looking For

• Friendly, confident, and comfortable talking with customers
• Able to build rapport quickly over the phone
• Comfortable asking questions and making product recommendations
• Sales-minded while still providing a great customer experience
• Organized and able to manage scheduled appointments and daily follow-up
• Self-motivated and comfortable working toward measurable goals
• Dependable and consistent
• Comfortable handling both customer service and sales conversations
• Willing to learn multiple insurance and financial product lines
• Able to recognize opportunities rather than simply completing the immediate customer request

Previous insurance or sales experience is preferred, but we are willing to train the right person.

Compensation

• Competitive hourly/base pay
• Commission and performance incentive opportunities
• Additional earning potential based on individual production and account development
• Licensing reimbursement may be available

Licensing

Property & Casualty licensing is required for this position. Life & Health licensing may also be required. Licensing requirements and timelines will be discussed during the interview process.

If you're someone who enjoys talking with people, solving problems, and finding opportunities to help customers while earning additional income based on your performance, we'd love to talk with you.