Customer Service Representative - State Farm Agent Team Member Roswell

Torrence McKnight - State Farm Agent; Roswell (GA); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Training and coaching

Job summary

Torrence A. McKnight State Farm is a high-performing insurance agency seeking a Customer Service Representative / Account Manager to strengthen client relationships, support existing clients, and drive service excellence in a fast-paced office in Roswell, GA.

This role emphasizes client retention, policy changes, billing questions, and cross-selling opportunities across Life, Health, Auto, Home, and Liability.

Qualifications

• 1+ year of customer service, sales, or account management experience preferred.
• Strong communication and interpersonal skills.
• Detail-oriented with strong organizational ability.
• Comfortable working with CRM systems and technology.
• Ability to multitask in a fast-paced, office-based environment.
• Must be able to work in office; this position is not remote.

Responsibilities

• Provide customer service support via phone, email, and text (inbound & outbound communication).
• Manage and service a book of business / client accounts.
• Assist with policy changes, billing questions, and coverage reviews.
• Support client retention and relationship management.
• Identify opportunities for cross-selling and up-selling (Life, Health, Auto, Home, Liability).
• Generate referrals and schedule customer review appointments.
• Maintain accurate documentation in CRM systems (ECRM or similar).
• Follow up on customer requests in a timely and professional manner.
• Other duties as assigned.

Skills

Customer service

Sales support

Communication

Interpersonal skills

Multitasking

Time management

Documentation

Teamwork

Client relationship

Tools

CRM systems

Job description

Customer Service Representative - State Farm Agent Team Member

Full Time in Roswell

• Bonus based on performance


• Opportunity for advancement

Join a High Performance Insurance Agency

Torrence A. McKnight State Farm is a high-performing, growth-driven insurance agency known for delivering an exceptional customer experience and results.

• 2x Top 150 Producing Agency in the Territory

We are seeking a Customer Service Representative / Account Manager who is passionate about client relationships, retention, and service excellence.

ROLE DESCRIPTION

This role combines customer service, account management, and sales support within a fast-paced insurance agency. You will support existing clients, strengthen relationships, and identify opportunities to improve coverage and overall customer satisfaction.

RESPONSIBILITIES

• Provide customer service support via phone, email, and text (inbound & outbound communication)


• Manage and service a book of business / client accounts


• Assist with policy changes, billing questions, and coverage reviews


• Support client retention and relationship management


• Identify opportunities for cross-selling and up-selling (Life, Health, Auto, Home, Liability)


• Generate referrals and schedule customer review appointments


• Maintain accurate documentation in CRM systems (ECRM or similar)


• Follow up on customer requests in a timely and professional manner


• Other duties as assigned.

QUALIFICATIONS

• 1+ year of customer service, sales, or account management experience preferred


• Strong communication and interpersonal skills


• Detail-oriented with strong organizational ability


• Comfortable working with CRM systems and technology


• Ability to multitask in a fast-paced, team-oriented environment


• Positive attitude and willingness to learn


• Must be able to work in office. This position is not remote.

Preferred Qualifications

• Insurance experience (Property & Casualty, Life & Health)


• Active insurance license (or willingness to obtain)

Skills That Help You Stand Out

• Customer retention and relationship building


• Cross-selling and consultative conversations


• Problem-solving and conflict resolution


• Time management and follow‑up discipline


• Professional communication (written and verbal)


• Team-Based Performance Bonuses


• Licensing support (Property & Casualty, Life & Health)


• Ongoing training and professional development


• Career advancement opportunities into sales and leadership roles

Why Join Torrence A. McKnight State Farm

• Training and coaching


• Systems for success in insurance and financial services


• Growth-focused environment with clear advancement paths


• Supportive, high-energy team culture


• Opportunity to build a long-term career in insurance, sales, or leadership

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.