Insurance Account Representative - Customer Growth & Service

Cindy Morgan - State Farm Agent; Salisbury (NC); On-site; USD 35,000 - 60,000; Full time

Benefits offered by this job

Paid time off

401(k)

Performance bonus

Job summary

Cindy Morgan Insurance Agency in Salisbury, NC seeks a service-oriented individual to build lasting customer relationships and drive insurance sales and retention. You will maintain accurate records, handle policy changes and billing questions, and provide thoughtful, proactive service to clients and communities.

The ideal candidate is friendly, dependable, and organized, with strong communication skills and a passion for helping others.

Qualifications

• Friendly and compassionate with a genuine desire to help others.
• Positive, dependable and accountable.
• Self-motivated and willing to take initiative.
• Strong communicator who enjoys building relationships.
• Team player who contributes to a positive workplace culture.
• Organized and able to manage multiple priorities with attention to detail.
• Creative and eager to contribute ideas for marketing and community engagement.

Responsibilities

• Build lasting relationships with customers through exceptional service and genuine care.
• Support agency sales and retention goals through proactive customer outreach.
• Maintain accurate customer records and complete follow up in a timely manner.
• Follow up with customers as needed and support ongoing service requests.
• Assist customers with policy changes, billing questions, and everyday service requests.
• Anticipate customer needs and communicate clearly to keep them informed.
• Continuously learn and develop professionally through licensing, training and coaching.

Skills

Customer service

Relationship building

Communication

Team player

Organization

Initiative

Job description

Cindy Morgan Insurance Agency in Salisbury, NC seeks a service-oriented individual to build lasting customer relationships and drive insurance sales and retention. You will maintain accurate records, handle policy changes and billing questions, and provide thoughtful, proactive service to clients and communities.

The ideal candidate is friendly, dependable, and organized, with strong communication skills and a passion for helping others.