Account Representative - State Farm Agent Team Member
Franklin - WI
Account Representative - State Farm Agent Team Member
Full Time • Franklin - WI
Responsive recruiter
Benefits:
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
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
Compensation: $50,000.00 - $70,000.00 per year
Do you want a career and not just a job?
We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity. Come work with an energetic, fun team at Mike Bafus - State Farm Agent!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance.
- Our office is located in Greenfield, WI .
- We currently have 3 team members at our agency.
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Gain confidence and grow your career
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