Licensed Insurance CSR & Sales – On-Site (Longmont, CO)

Wes Parker - State Farm Agency

Longmont (CO)

On-site

USD 40,000 - 80,000

Full time

3 days ago
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Benefits offered by this job

Competitive Wage
Bonus Program
Medical, Dental, and Vision
Paid Time Off
Retirement Plan
Standard work hours 9:00 to 5:00 M-F

Job summary

Wes Parker - State Farm Agency in Longmont, CO is seeking a customer-focused Insurance Account Representative. This in‑office role emphasizes service and sales, helping clients understand insurance options and coverage.

You must hold Colorado Life, Health, Property and Casualty licenses (or be able to obtain them) and be able to commute to the agency. Excellent communication and teamwork are essential to build trust and loyalty with clients.

Qualifications

  • Sales experience preferred
  • Excellent communication skills - written, verbal and listening
  • Self-motivated and detail oriented
  • Proactive in problem solving and team environment
  • Colorado Life, Health, Property and Casualty License(s) required or obtainable

Responsibilities

  • Answer phones and greet clients.
  • Establish customer relationships and follow up with customers.
  • Provide prompt, accurate, and friendly customer service incl. inquiries about insurance options, coverages, policy changes, and billing.
  • Use a needs-based review process to educate customers about insurance options.

Skills

Customer service
Sales
Communication skills
Teamwork
Problem solving

Education

Property & Casualty license
Life & Health license

Job description

Wes Parker - State Farm Agency in Longmont, CO is seeking a customer-focused Insurance Account Representative. This in‑office role emphasizes service and sales, helping clients understand insurance options and coverage.

You must hold Colorado Life, Health, Property and Casualty licenses (or be able to obtain them) and be able to commute to the agency. Excellent communication and teamwork are essential to build trust and loyalty with clients.

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