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
Numbers & Facts
Location
Roswell, GA
Job Type
Full-time
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