Insurance and Financial Services Agent Team Member

Job overview

The Insurance and Financial Services Agent Team Member role is onsite in Carrboro, NC. Compensation is $37,500–$50,000 per year, with salary plus commission or bonus described in the posting. The role supports Greg Lopeman’s local State Farm agency and its customer service and insurance offerings. The team member responds to customer inquiries, explains insurance options through needs-based reviews, and develops leads and appointments. The work helps customers navigate policy and billing questions while connecting them with appropriate auto, home, life, and financial products.

What you'll do

• Provide prompt, accurate, and friendly service on insurance availability, eligibility, coverage, policy changes, transfers, claims, and billing
• educate customers about insurance options using a needs-based review process
• develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

What we're looking for

Skills & competencies

insurance services

financial services

customer service

insurance sales

policy support

lead development

carrboro nc

$37.5k–$50k/year

commission or bonus

property and casualty license

life and health license

greg lopeman state farm

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching
• performance-based bonus
• paid time off
• Simple IRA
• salary plus commission or bonus
• advancement opportunity.

Why this role

Property and Casualty and Life and Health licenses must be obtained. The posting lists a Simple IRA, performance bonus, paid time off, and advancement potential.

About the employer

Greg Lopeman - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.