Insurance Account Representative

Cameron Vance - State Farm Agent; Charleston (WV); On-site; USD 38,000 - 54,000; Full time

Job summary

Cameron Vance, State Farm Agent, in South Charleston, WV, seeks an Insurance Account Representative. This full-time, on-site role focuses on new business acquisition across auto, home, life, and personal lines.

You will handle quotes, policy changes, and coverage explanations while building lasting client relationships. You will manage accounts, follow up on leads, conduct calls, and support renewals, billing support, and training within the office.

Qualifications

• High school diploma or equivalent; post-secondary education in business, finance, or related field is a plus.
• Insurance producer license (or willingness to obtain one within a specified timeframe) is required.
• Strong account management, customer service, communication, sales and training skills.
• Basic proficiency with office software and CRM tools.

Responsibilities

• Manage accounts, track policy details, and renewals with accuracy.
• Follow up on leads through outbound and inbound calls.
• Assist customers with policy changes, renewals, and billing questions.
• Participate in sales initiatives and support team training.
• Maintain organized customer records and identify coverage gaps.

Skills

Account Management

Customer Service

Communication

Sales

Training

Education

High School Diploma or equivalent

Tools

CRM tools

Office software

Job description

Cameron Vance, State Farm Agent, is part of the larger State Farm network that offers insurance and financial services to individuals, families, and businesses. The agency focuses on building long-term relationships with customers while helping them protect what matters most. Team members work in a collaborative environment that values reliability, integrity, and professional growth. Joining the agency offers the opportunity to represent a trusted brand and provide personalized coverage solutions to the local community.

Role Description:

This full-time, on-site Insurance Account Representative role is based in South Charleston, WV. The position involves supporting customers and prospects with insurance quotes, policy changes, and coverage explanations across products such as auto, home, life, and other personal lines. The primary focus of the role is new business acquisition.

Responsibilities include managing accounts, following up on leads, conducting outbound and inbound calls, and assisting with policy renewals and billing questions. The role requires maintaining accurate customer records, identifying coverage gaps, and recommending appropriate solutions. The Insurance Account Representative will also participate in sales initiatives, support training efforts within the team, and contribute to a positive, customer-focused office environment.

Qualifications

• Candidates should possess strong Account Management skills, including organizing customer information, tracking policy details, and following up on renewals.
• Candidates should possess excellent Customer Service skills, including handling inquiries, resolving issues, and providing courteous, timely support.
• Candidates should possess effective Communication skills, including clear verbal and written communication and active listening.
• Candidates should possess Sales skills, including prospecting, presenting insurance options, and closing opportunities in a compliant manner.
• Candidates should possess Training-related skills, such as the ability to learn new products quickly and support knowledge sharing within the team.
• Relevant qualifications include a high school diploma or equivalent; post-secondary education in business, finance, or a related field is a plus.
• Insurance producer license (or willingness to obtain one within a specified timeframe) is required.
• Basic proficiency with office software, CRM tools, and the ability to adapt to new systems.
• Demonstrated reliability, attention to detail, and commitment to ethical and compliant sales practices.