Insurance Onboarding & Retention Specialist

Dakota-Andrews---State-Farm-Agent; Greensboro (NC); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Wellness resources

Job summary

Dakota Andrews State Farm is seeking an Insurance Account Representative to manage customer onboarding and retention. You will guide new customers through policy coverage, perform reviews, and conduct proactive outreach to deepen relationships.

The role combines customer service with sales, requiring relationship-building, organized scheduling, and the ability to identify opportunities for additional insurance and financial products.

Qualifications

• Friendly, confident and comfortable talking with customers.
• Able to build rapport quickly over the phone.
• Sales-minded while delivering a great customer experience.
• Willing to learn multiple insurance and financial product lines.

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 and account development.
• Assist with incoming customer calls, including general billing and service questions.
• Discuss additional protection options when appropriate and schedule follow‑ups.
• Maintain accurate documentation and complete required account information.

Skills

Customer service

Sales mindset

Relationship building

Organized

Job description

Dakota Andrews State Farm is seeking an Insurance Account Representative to manage customer onboarding and retention. You will guide new customers through policy coverage, perform reviews, and conduct proactive outreach to deepen relationships.

The role combines customer service with sales, requiring relationship-building, organized scheduling, and the ability to identify opportunities for additional insurance and financial products.