Insurance Sales & Customer Success Pro

Morgan Hayden - State Farm Agent; Bismarck (ND); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Competitive salary

Dental insurance

Job summary

Morgan Hayden - State Farm Agent is seeking an Account Representative to support daily operations and strengthen customer relationships. You will help grow the agency by identifying customer needs and marketing relevant insurance and financial products.

The role emphasizes proactive customer service, lead development, and collaboration with agency departments. Licensing in Property & Casualty is preferred, with a focus on clear communication and building long-term client trust.

Qualifications

• Sales experience in various selling roles is preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Excellent written and verbal communication skills.
• Dedicated to customer service.
• Able to anticipate customer needs and respond appropriately.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer service

Communication skills

Interpersonal skills

Relate to customers

Marketing products

Education

Property & Casualty license

Job description

Morgan Hayden - State Farm Agent is seeking an Account Representative to support daily operations and strengthen customer relationships. You will help grow the agency by identifying customer needs and marketing relevant insurance and financial products.

The role emphasizes proactive customer service, lead development, and collaboration with agency departments. Licensing in Property & Casualty is preferred, with a focus on clear communication and building long-term client trust.