Insurance Account Representative

Wes Parker - State Farm Agency; Longmont (CO); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Competitive Wage

Bonus Program

Medical, Dental, and Vision

Paid Time Off

Retirement Plan

Standard work hours 9:00 to 5:00 M-F

Job summary

Wes Parker - State Farm Agency in Longmont, CO is seeking a customer-focused Insurance Account Representative. This in‑office role emphasizes service and sales, helping clients understand insurance options and coverage.

You must hold Colorado Life, Health, Property and Casualty licenses (or be able to obtain them) and be able to commute to the agency. Excellent communication and teamwork are essential to build trust and loyalty with clients.

Qualifications

• Sales experience preferred
• Excellent communication skills - written, verbal and listening
• Self-motivated and detail oriented
• Proactive in problem solving and team environment
• Colorado Life, Health, Property and Casualty License(s) required or obtainable

Responsibilities

• Answer phones and greet clients.
• Establish customer relationships and follow up with customers.
• Provide prompt, accurate, and friendly customer service incl. inquiries about insurance options, coverages, policy changes, and billing.
• Use a needs-based review process to educate customers about insurance options.

Skills

Customer service

Sales

Communication skills

Teamwork

Problem solving

Education

Property & Casualty license

Life & Health license

Job description

About this position

Insurance Account Representative

State Farm Agency, located in Longmont, CO is currently looking for a talented, caring, professional to join our team as a Customer Service Representative. This is a position focused on Customer Service and sales for a well-established State Farm Agent.

Please only apply if you have a Colorado Life, Health, Property and Casualty License(s). Must be able to make the commute to our agency location in Longmont, CO. This is an in-office position.

If you have a talent for customer care and understand the needs and motivations of people, we want you on our team! As our Customer Service Representative, you’ll work to inspire customer loyalty and significantly enhance the overall State Farm Insurance customer experience.

Responsibilities

• Answer phones and greet clients.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Benefits

• Competitive Wage
• Bonus Program
• Medical, Dental, and Vision
• Paid Time Off
• Retirement Plan
• Standard work hours 9:00 to 5:00 M-F

Compensation: $40,000.00 - $80,000.00 per year

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Excellent communication skills - written, verbal and listening
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Ability to work in a team environment
• Ability to assess customer needs and conduct effective interviews
• Ability to effectively relate to a customer
• Property Casualty license
• Life and Health license (must be able to obtain)

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.