Insurance Account Representative

Brice Borgeson State Farm Insurance; Tyler (TX); On-site; USD 38,000 - 54,000; Full time

Job summary

Brice Borgeson State Farm Insurance in Tyler, TX is seeking a full-time Insurance Account Representative to assist customers with inquiries and coverage options. You will provide personalized recommendations across auto, home, life, and other State Farm products, while managing policy changes and billing questions.

The role includes outbound calls, scheduling appointments, supporting sales campaigns, and ensuring a smooth onboarding experience for new policyholders.

Qualifications

• Communication and interpersonal skills are essential for advising and assisting customers.
• Attention to detail and the ability to multitask are important for handling multiple inquiries.
• Experience in customer service or sales is preferred to drive conversions and build relationships.
• Must be able to obtain Property & Casualty license to practice as an Insurance Account Representative.

Responsibilities

• Assist new and existing customers with insurance inquiries and explain coverage options.
• Provide personalized recommendations across auto, home, life and other State Farm products.
• Process policy changes and billing questions; manage customer accounts.
• Conduct outbound calls, schedule appointments, and support sales campaigns.
• Help ensure a smooth onboarding experience for new policyholders and collaborate with the team to meet sales goals.

Skills

Communication & interpersonal skills

Detail-oriented

Multitasking

Customer service or sales experience

Education

Property & Casualty license

Job description

Company Description

Brice Borgeson State Farm Insurance is a locally focused State Farm agency serving individuals, families, and businesses with a range of insurance and financial services products. The agency is dedicated to helping customers manage everyday risks, recover from unexpected events, and plan for the future. Team members work in a collaborative environment that emphasizes integrity, customer education, and long-term relationships. The agency values proactive service, professionalism, and community engagement, creating a supportive workplace for growth-oriented insurance professionals.

Role Description

The Insurance Account Representative is a full-time, on-site position based in Tyler, TX. This role involves assisting new and existing customers with insurance inquiries, explaining coverage options, and providing personalized recommendations across products such as auto, home, life, and other State Farm offerings. Day-to-day responsibilities include managing customer accounts, processing policy changes, handling billing questions, and following up on leads generated through marketing and referrals. The Insurance Account Representative will also conduct outbound calls, schedule appointments, support sales campaigns, and help ensure a smooth onboarding experience for new policyholders. Collaboration with agency leadership and team members to meet sales goals and deliver consistent, high-quality customer service is essential.

Qualifications

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.
• Must be able to obtain Property & Casualty license.