Account Representative - State Farm Agent Team Member

Cindy Morgan - State Farm Agent; Salisbury (NC); On-site; USD 35,000 - 60,000; Full time

Benefits offered by this job

Paid time off

401(k)

Performance bonus

Job summary

Cindy Morgan Insurance Agency in Salisbury, NC seeks a service-oriented individual to build lasting customer relationships and drive insurance sales and retention. You will maintain accurate records, handle policy changes and billing questions, and provide thoughtful, proactive service to clients and communities.

The ideal candidate is friendly, dependable, and organized, with strong communication skills and a passion for helping others.

Qualifications

• Friendly and compassionate with a genuine desire to help others.
• Positive, dependable and accountable.
• Self-motivated and willing to take initiative.
• Strong communicator who enjoys building relationships.
• Team player who contributes to a positive workplace culture.
• Organized and able to manage multiple priorities with attention to detail.
• Creative and eager to contribute ideas for marketing and community engagement.

Responsibilities

• Build lasting relationships with customers through exceptional service and genuine care.
• Support agency sales and retention goals through proactive customer outreach.
• Maintain accurate customer records and complete follow up in a timely manner.
• Follow up with customers as needed and support ongoing service requests.
• Assist customers with policy changes, billing questions, and everyday service requests.
• Anticipate customer needs and communicate clearly to keep them informed.
• Continuously learn and develop professionally through licensing, training and coaching.

Skills

Customer service

Relationship building

Communication

Team player

Organization

Initiative

Job description

Benefits:

• Paid time off
• 401(k)
• Bonus based on performance

At Cindy Morgan Insurance Agency, we believe insurance is about people, not policies. We’re looking for an exceptional person who wants to make a difference in our customers’ lives, serve our community, continue learning every day, and be a part of a team that genuinely enjoys working together.

We’re looking for character first. We can help you learn insurance.

Key Responsibilities

• Build lasting relationships with customers through exceptional service and genuine care
• Support agency sales and retention goals through proactive customer outreach
• Maintain accurate customer records and complete follow up- in a timely manner
• Follow up with customers as needed and support ongoing service requests
• Assist customers with policy changes, billing questions, and everyday service requests
• Anticipate customer needs and communicate clearly to keep them informed
• Continuously learn and develop professionally through licensing, training and coaching

What We’re Looking For

• Friendly, compassionate, and genuinely enjoy helping others.
• Positive, dependable, and accountable
• Self-motivated and willing to take initiative
• Strong communicator who enjoys building relationships
• Team player who contributes to a positive workplace culture
• Organized and able to manage multiple priorities with attention to detail
• Creative and excited to contribute ideas for marketing and community engagement
• Desire for a long-term career whey they can grow personally and professionally