Insurance Account Specialist | Growth, Perks & Impact

David Stroman; Charlotte (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Job summary

David Stroman - State Farm Agent is seeking an Insurance Account Representative to support daily operations, build meaningful customer relationships, and serve as a liaison between client needs and agency teams.

You will help customers with policy applications and renewals, provide information on insurance products, and maintain accurate records while contributing to a team focused on service, growth, and community impact.

Qualifications

• Strong communication and interpersonal skills.
• Detail-oriented with ability to multitask.
• Experience in customer service or sales preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Maintain accurate records of customer interactions.

Skills

Communication

Interpersonal skills

Multitasking

Customer service

Sales oriented

Job description

David Stroman - State Farm Agent is seeking an Insurance Account Representative to support daily operations, build meaningful customer relationships, and serve as a liaison between client needs and agency teams.

You will help customers with policy applications and renewals, provide information on insurance products, and maintain accurate records while contributing to a team focused on service, growth, and community impact.