Insurance Onboarding & Account Growth Specialist

Dakota Andrews - State Farm Agent; Greensboro (NC); Hybrid; USD 22,000 - 36,000; Part time

Benefits offered by this job

Opportunity for advancement

Training & development

Wellness resources

Job summary

Dakota Andrews State Farm is seeking a personable, motivated team member for a hybrid Insurance Account Representative focusing on Customer Onboarding & Retention. You will guide new customers through onboarding, review policies, and identify coverage gaps while building lasting relationships.

The role blends customer service with proactive sales, including outbound outreach, in-depth account reviews, and licensing where needed.

Qualifications

• Experience in insurance or sales preferred.
• Ability to discuss products and recommend options.
• Strong communication and relationship-building skills.

Responsibilities

• Conduct onboarding appointments with new customers and help them understand their policies and coverage.
• Complete approximately 3 scheduled onboarding appointments per day.
• Review customer accounts and identify potential gaps in coverage.
• Educate customers on available insurance and financial products based on their needs.
• Make outbound calls to existing customers for policy reviews, follow-up, and account development.
• Assist with incoming customer calls, including general billing and service questions.
• Use service conversations to conduct quick account reviews and identify additional needs.
• Discuss additional protection options such as life insurance, health products, income protection, and other available products when appropriate.
• Schedule appointments for customers interested in additional insurance or financial services.
• Maintain accurate documentation and complete required account information.
• Ask satisfied customers for Google reviews and help create a great overall customer experience.
• Work closely with the rest of the agency team to meet individual and office goals.

Skills

Customer communication

Rapport building

Questioning

Sales-minded

Organization

Self-motivation

Dependability

Multi-product knowledge

Goal-oriented

Job description

Dakota Andrews State Farm is seeking a personable, motivated team member for a hybrid Insurance Account Representative focusing on Customer Onboarding & Retention. You will guide new customers through onboarding, review policies, and identify coverage gaps while building lasting relationships.

The role blends customer service with proactive sales, including outbound outreach, in-depth account reviews, and licensing where needed.