Insurance Account Specialist | Build Relationships

Morgan-Parker---State-Farm-Agent; Longmont (CO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Morgan Parker Insurance Agency is seeking an Account Representative to join our customer-focused team. You will develop new business, build relationships, and connect clients with State Farm products to protect their goals.

The ideal candidate is outgoing, personable, and motivated, with a track record in sales or customer service. You will maintain records, follow up with clients, and contribute to agency growth in a supportive environment.

Qualifications

• Strong communication and interpersonal skills for client interactions.
• Experience in sales, customer service, or telemarketing preferred.
• Ability to identify client needs and present insurance options.
• Self-motivated with a results-driven mindset.
• Excellent organization and follow-through on tasks.

Responsibilities

• Develop new business opportunities through lead generation and referrals.
• Schedule appointments and assess customer needs to recommend State Farm products.
• Build enduring customer relationships and follow up regularly.
• Deliver prompt, friendly service and maintain accurate records.
• Assist with policy questions, changes, and billing inquiries.
• Conduct policy reviews and identify coverage gaps for clients.
• Proactively contact customers about new products and updates.
• Collaborate with the team to ensure a consistent customer experience.
• Support agency growth and meet sales and activity goals.

Skills

Communication skills

Customer service

Relationship building

Self-motivated

Organizational skills

Goal oriented

Positive attitude

Education

Property & Casualty license

Life & Health license preferred

Job description

Morgan Parker Insurance Agency is seeking an Account Representative to join our customer-focused team. You will develop new business, build relationships, and connect clients with State Farm products to protect their goals.

The ideal candidate is outgoing, personable, and motivated, with a track record in sales or customer service. You will maintain records, follow up with clients, and contribute to agency growth in a supportive environment.