Insurance Account Advisor: Service-to-Sales & Bundling

Nathan Crichton - State Farm Agent; Denver (NC); Hybrid; USD 42,000 - 70,000; Full time

Benefits offered by this job

Bonus

Salary

Advancement

PTO

Training

Job summary

Nate Crichton State Farm Agency in Denver, NC, is seeking a customer-focused professional to service existing accounts and introduce insurance options that better protect households. This service-to-sales role emphasizes building lasting relationships and identifying opportunities to review accounts and recommend coverages.

You will work with current customers, answer service questions, update policies, and help households bundle or multi-line their coverage.

Qualifications

• Strong customer service and relationship-building skills.
• Confident speaking with customers by phone, email, and in person.
• Ability to ask thoughtful questions and uncover customer needs.
• Comfortable discussing additional products and services.
• Strong attention to detail and follow-through.
• Ability to manage multiple customer requests in a fast-paced environment.
• Professional communication and problem-solving skills.
• Dependable attendance and a team-focused attitude.
• Willingness to learn insurance products, systems, and coverage guidelines.
• Previous insurance, banking, account management, customer service, or inside sales experience is preferred.

Responsibilities

• Assist current customers with policy questions, billing concerns, coverage updates, and account changes.
• Build trusted relationships through consistent and responsive service.
• Conduct account reviews to identify coverage gaps and changing customer needs.
• Help customers bundle auto, home, renters, life, and other available insurance products.
• Identify appropriate cross-selling and multi-line opportunities.
• Introduce customers to additional products that may improve their overall protection.
• Transfer qualified opportunities to the appropriate sales team member when needed.
• Follow up with customers regarding pending documents, policy changes, and coverage recommendations.
• Document customer conversations and maintain accurate account information.
• Support customer retention by resolving concerns and creating a positive experience.
• Work toward individual and agency service and account-growth goals.

Skills

Customer service

Relationship building

Communication skills

Problem solving

Attention to detail

Multi-tasking

Team player

Willingness to learn

Job description

Nate Crichton State Farm Agency in Denver, NC, is seeking a customer-focused professional to service existing accounts and introduce insurance options that better protect households. This service-to-sales role emphasizes building lasting relationships and identifying opportunities to review accounts and recommend coverages.

You will work with current customers, answer service questions, update policies, and help households bundle or multi-line their coverage.