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Customer Relations Representative - State Farm Agent Team Member

David Munson Insurance & Financial Services Inc.
Potomac, MD Full Time
POSTED ON 3/24/2026 CLOSED ON 4/22/2026

What are the responsibilities and job description for the Customer Relations Representative - State Farm Agent Team Member position at David Munson Insurance & Financial Services Inc.?

Benefits:

  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development


ROLE DESCRIPTION:

As a Customer Relations Representative - State Farm Agent Team Member for David Munson Agency, your creativity, and strategy promote the continued growth of our agency. Your diversified marketing shapes our brand’s public image and cultivates existing client relations. Your cross-functional campaigns will expand the value generated by producers, innovate our customers’ experience, and strategically position our agency… whether on social media or at community events!

While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency.

RESPONSIBILITIES:

  • Work with the agent to help manage the website and social media content.
  • Work with the agent to identify and support local community events.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
  • Work with the agent to develop and maintain a digital marketing system to promote the office.


QUALIFICATIONS:

  • Able to obtain Property and Casualty license
  • Able to obtain and Life and Health license
  • Marketing experience preferred
  • Able to make presentations to potential customers
  • Proficient in social media, website, and email content generation
  • Creative in problem-solving and goal achievement
  • Excellent in collaborative communication with team members and customers

Salary : $60,000 - $90,000

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