Account Representative - State Farm Agent Team Member

Job Description

We are seeking a motivated, customer-focused Insurance Sales Account Representative to help individuals and families protect what matters most. You will identify customer needs, recommend appropriate insurance products, and build strong relationships that lead to long-term client retention.

Key Responsibilities

Meet with prospective customers via inbound leads, referrals, and/or outbound prospecting

Assess customer needs and recommend suitable insurance policies (e.g., life, auto, home, health, or business)

Explain coverage options, deductibles, premiums, and policy benefits clearly and accurately

Build and maintain a pipeline of leads and track progress in CRM systems

Follow up with prospects and assist clients through the application and underwriting process

Educate clients on claim processes and coverage details

Maintain active knowledge of products, underwriting rules, and state/federal regulations

Provide excellent customer service and support after the sale to support renewals and referrals

Meet or exceed sales goals and performance targets

Qualifications

Sales experience preferred (insurance or related field is a plus)

Strong communication and relationship-building skills

Ability to explain complex information in a simple, customer-friendly way

Self-motivated, goal-oriented, and comfortable working toward targets

Willingness to learn insurance products and complete required training

Valid driver’s license and ability to travel (if required by the role)

Ability to pass licensing requirements (varies by location/type of insurance)

Licensing & Requirements (Customize as Needed)

Must obtain and maintain the appropriate state insurance license(s) (e.g., Life/Health, Property/Casualty)

Background checks may be required

Physical Requirements (Optional)

Ability to sit/stand for extended periods and attend meetings (including remote)

Ability to use a computer and phone for daily customer outreach

Compensation & Benefits (Customize)

Base pay and commission compensation

Performance bonuses and incentives

Health benefits

Paid training and ongoing professional development

Paid time off

401k Retirement Plan with Employer Matching

Work Schedule (Customize)

Full-time

Evenings/weekends may be required based on customer availability

Full-time

Fully remote