Insurance Account Representative
Location: CARROLLTON, TX
Job Type: fulltime
Company: David Daniel - State Farm Agency
Salary: $50000.0 - $80000.0 per year
Category: Insurance
Job Description Apply Now
The Insurance Account Representative position is ideal for professionals passionate about delivering exceptional client service and building strong, lasting customer relationships in the insurance industry. This full-time role offers the opportunity to work in a dynamic office environment, supporting an established agency with a proven track record of over four decades of client satisfaction and traditional values. The agency is committed to assisting families and individuals in protecting what matters most through personalized insurance solutions and attentive, value-driven service.
As an Insurance Account Representative, you will play a critical role in both new customer acquisition and existing client support. Your primary focus will be to engage with clients, understand their insurance needs, and guide them through the process of selecting, applying for, and maintaining the right coverage options. This position is designed for individuals who thrive in a relationship-focused, performance-driven setting and are eager to contribute to the long-term growth of the agency. The ideal candidate will possess strong interpersonal communication abilities, organizational skills, and a genuine desire to help clients achieve peace of mind through comprehensive insurance protection.
The Insurance Account Representative position requires attention to detail, active listening, and the ability to foster trust with every client interaction. By maintaining accurate records, responding promptly to inquiries, and providing clear information about available insurance products and services, you will ensure clients feel supported throughout their customer journey. The agency values team members who are proactive, sociable, sales-minded, and dedicated to continuous learning and professional development. Comprehensive training is provided, and the agency will assist candidates in obtaining necessary insurance licenses, covering all associated costs.
Joining this team gives you the chance to work with a respected agency that values traditional service and modern growth strategies. You will benefit from hands-on mentorship, ongoing training, and an uncapped earning potential based on your performance. The office environment is supportive and collaborative, fostering both individual achievement and team success. If you are motivated to help others, communicate effectively, and build a rewarding career in insurance, this is an excellent opportunity to take the next step in your professional journey.
Insurance Account Representative - Summary- Serve as a primary point of contact for new and existing insurance clients
- Educate clients on insurance products, coverage options, and policy details
- Support agency growth through relationship-building and sales activities
- Benefit from comprehensive training, mentorship, and career advancement opportunities
- Build and maintain lasting relationships with clients through active listening and personalized communication
- Provide detailed information about various insurance products and services to help clients make informed decisions
- Assist clients with policy applications, renewals, adjustments, and general inquiries
- Respond to customer questions with professionalism and accuracy
- Maintain thorough and accurate records of all client interactions and policy updates
- Engage in value-based conversations to identify insurance needs and offer tailored solutions
- Contribute to agency growth by identifying opportunities for new business while supporting client retention
- Competitive base salary with uncapped performance-based bonus
- Health and dental insurance coverage options
- Simplified Employee Pension Plan (SEP)
- Paid vacation and sick leave
- Relocation bonus available
- Extensive training and development opportunities
- Full support and coverage of costs for obtaining required insurance licenses
- Strong verbal and written communication skills
- Excellent interpersonal abilities and a customer-first mindset
- Detail-oriented and highly organized approach to administrative tasks
- Experience in sales, insurance, or customer service is advantageous
- Bilingual skills in English and Spanish are preferred but not mandatory
- Prior experience in a State Farm agency is highly regarded
- Must have or be able to obtain Property & Casualty and Life/Health insurance licenses (agency will assist and cover costs)
- Motivated, career-minded, and eager to grow within the insurance industry
- Proactive and sociable, with a passion for helping others
- Capable of building rapport and trust with a diverse client base
- Committed to continuous improvement and professional learning
- Thrives in a structured, team-oriented office environment
- Immediate opening with a reputable agency recognized for client satisfaction and traditional values
- Supportive, established team environment with over 40 years of industry experience
- Agency is dedicated to helping employees achieve licensing and professional growth
- Located in a vibrant area, offering a positive and collaborative workplace culture
If you are ready to advance your career as an Insurance Account Representative, click the application button to submit your resume and take the next step toward joining a respected, high-performing team. The agency is committed to fostering an inclusive, diverse work environment and welcomes applicants from all backgrounds.