Benefits:- Bonus based on performance
- Opportunity for advancement
- Training & development
Join a High Performance Insurance Agency
Torrence A. McKnight State Farm is a high-performing, growth-driven insurance agency known for delivering an exceptional customer experience and results.
- 2x Top 150 Producing Agency in the Territory
- 2x Ambassador Club
We are seeking a Customer Service Representative / Account Manager who is passionate about client relationships, retention, and service excellence.
ROLE DESCRIPTION: This role combines customer service, account management, and sales support within a fast-paced insurance agency. You will support existing clients, strengthen relationships, and identify opportunities to improve coverage and overall customer satisfaction.
RESPONSIBILITIES:
- Provide customer service support via phone, email, and text (inbound & outbound communication)
- Manage and service a book of business / client accounts
- Assist with policy changes, billing questions, and coverage reviews
- Support client retention and relationship management
- Identify opportunities for cross-selling and up-selling (Life, Health, Auto, Home, Liability)
- Generate referrals and schedule customer review appointments
- Maintain accurate documentation in CRM systems (ECRM or similar)
- Follow up on customer requests in a timely and professional manner
- Other duties as assigned.
QUALIFICATIONS:
- 1+ year of customer service, sales, or account management experience preferred
- Strong communication and interpersonal skills
- Detail-oriented with strong organizational ability
- Comfortable working with CRM systems and technology
- Ability to multitask in a fast-paced, team-oriented environment
- Positive attitude and willingness to learn
- Must be able to work in office. This position is not remote.
Preferred Qualifications
- Insurance experience (Property & Casualty, Life & Health)
- Active insurance license (or willingness to obtain)
Skills That Help You Stand Out
- Customer retention and relationship building
- Cross-selling and consultative conversations
- Problem-solving and conflict resolution
- Time management and follow-up discipline
- Professional communication (written and verbal)
Compensation & Benefits
- $45,000 Base Salary
- Team-Based Performance Bonuses
- Licensing support (Property & Casualty, Life & Health)
- Ongoing training and professional development
- Career advancement opportunities into sales and leadership roles
Why Join Torrence A. McKnight State Farm
- Training and coaching
- Systems for success in insurance and financial services
- Growth-focused environment with clear advancement paths
- Supportive, high-energy team culture
- Opportunity to build a long-term career in insurance, sales, or leadership