Account Representative - State Farm Agent Team Member

Morgan-Parker---State-Farm-Agent; Longmont (CO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Morgan Parker Insurance Agency is seeking an Account Representative to join our customer-focused team. You will develop new business, build relationships, and connect clients with State Farm products to protect their goals.

The ideal candidate is outgoing, personable, and motivated, with a track record in sales or customer service. You will maintain records, follow up with clients, and contribute to agency growth in a supportive environment.

Qualifications

• Strong communication and interpersonal skills for client interactions.
• Experience in sales, customer service, or telemarketing preferred.
• Ability to identify client needs and present insurance options.
• Self-motivated with a results-driven mindset.
• Excellent organization and follow-through on tasks.

Responsibilities

• Develop new business opportunities through lead generation and referrals.
• Schedule appointments and assess customer needs to recommend State Farm products.
• Build enduring customer relationships and follow up regularly.
• Deliver prompt, friendly service and maintain accurate records.
• Assist with policy questions, changes, and billing inquiries.
• Conduct policy reviews and identify coverage gaps for clients.
• Proactively contact customers about new products and updates.
• Collaborate with the team to ensure a consistent customer experience.
• Support agency growth and meet sales and activity goals.

Skills

Communication skills

Customer service

Relationship building

Self-motivated

Organizational skills

Goal oriented

Positive attitude

Education

Property & Casualty license

Life & Health license preferred

Job description

Benefits

• Health insurance
• Paid time off
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary

Join the Morgan Parker Insurance Agency Team

Are you outgoing, customer-focused, and passionate about helping people? Do you enjoy building relationships and making a positive impact in your community? If so, a career with Morgan Parker Insurance Agency may be a great fit for you.

Morgan Parker Insurance Agency is a State Farm independent contractor agency committed to helping customers protect what matters most while providing exceptional service and personalized insurance and financial service solutions.

Role Description

As an Account Representative with Morgan Parker Insurance Agency, you will play an important role in the agency’s daily operations, customer experience, and continued growth. You’ll build meaningful relationships with customers, identify their insurance and financial service needs, and connect them with State Farm products and services that can help them prepare for the unexpected and achieve their goals.

In this role, you’ll have the opportunity to strengthen existing customer relationships, develop new business, and contribute to a supportive, results-driven agency environment. The ideal candidate is personable, motivated, dependable, and enjoys helping customers find solutions that fit their individual needs.

RESPONSIBILITIES

• Develop new business opportunities through lead generation, referrals, outbound conversations, and community connections.
• Schedule appointments, identify customer needs, and recommend appropriate State Farm insurance products and services.
• Build strong customer relationships and consistently follow up with prospects and existing customers.
• Provide prompt, accurate, and friendly customer service while creating a positive experience with every interaction.
• Assist customers with questions regarding coverages, policy changes, transfers, billing, claims processes, and other policy-related needs.
• Conduct policy reviews and identify opportunities to help customers address gaps in coverage and changing insurance needs.
• Proactively contact customers regarding new products, coverage opportunities, and account updates.
• Maintain accurate customer records and document conversations and follow-up activities.
• Meet individual and agency sales and activity goals while contributing to overall agency growth.
• Work collaboratively with agency team members to provide a consistent and exceptional customer experience.
• Develop and maintain long-lasting customer relationships that encourage retention, referrals, and continued agency growth.

QUALIFICATIONS

• Previous sales experience, including insurance, inside/outside sales, retail sales, customer service, or telemarketing, is preferred.
• Experience building and maintaining customer relationships is preferred.
• Strong interest in helping customers identify insurance and financial service solutions based on their individual needs.
• Excellent written, verbal, listening, and interpersonal communication skills.
• Customer-focused with a commitment to providing exceptional service.
• Self-motivated, goal-oriented, and comfortable working in a results-driven environment.
• Strong organizational skills with the ability to prioritize tasks and consistently follow through.
• Ability to confidently initiate conversations, ask questions, and identify customer needs.
• Ability to work independently while contributing to a collaborative team environment.
• Positive attitude, professionalism, dependability, and a willingness to learn and grow.
• Property & Casualty insurance license required. Life & Health insurance licensing is a plus.