Insurance Account Advisor — Growth, Rewards & Community Impact

Agent Morgan Parker; Longmont (CO); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

401(k) matching

Bonus based on performance

Job summary

Morgan Parker Insurance Agency is seeking an Account Representative to join our local State Farm team in Longmont, CO. You will build relationships with clients, assess insurance and financial service needs, and connect them with State Farm products to protect what matters most.

The ideal candidate is outgoing, customer-focused, motivated, dependable, and enjoys helping customers find solutions that fit their needs. Prior sales or service experience is a plus; licensing support is provided.

Qualifications

• Previous sales or customer service experience.
• Strong written and verbal communication skills.
• Licensed or willing to obtain Property & Casualty license.
• Self-motivated with ability to work in a results-driven environment.

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.

Skills

Sales experience

Customer service

Communication

Self-motivated

Organizational skills

Job description

Morgan Parker Insurance Agency is seeking an Account Representative to join our local State Farm team in Longmont, CO. You will build relationships with clients, assess insurance and financial service needs, and connect them with State Farm products to protect what matters most.

The ideal candidate is outgoing, customer-focused, motivated, dependable, and enjoys helping customers find solutions that fit their needs. Prior sales or service experience is a plus; licensing support is provided.