Account Manager - State Farm Agent Team Member

Catharine Albin - State Farm Agent; Cedarburg (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Catharine Albin State Farm is seeking an Account Representative to help individuals and families protect what matters most. You’ll build relationships with customers, assess goals, and recommend insurance solutions that fit their needs.

Our agency emphasizes consultative sales, ongoing coaching, and a collaborative, growth-oriented environment. If you are motivated, coachable, and customer-focused, you’ll have opportunities for advancement and a meaningful impact from day one.

Qualifications

• Experience in sales, customer service, or relationship-building.
• Strong communication skills, both written and verbal.
• Detail-oriented with the ability to manage multiple tasks.

Responsibilities

• Build relationships with prospective and existing customers.
• Conduct insurance reviews to understand needs.
• Prepare and present personalized insurance recommendations.
• Follow up with prospects and current customers regarding options.
• Assist customers with applications, policy changes, and renewals.
• Maintain accurate documentation within agency systems.
• Collaborate with the service team to deliver an excellent customer experience.
• Participate in ongoing coaching, training, and professional development.

Skills

Sales experience

Customer service

Relationship building

Job description

Benefits:

• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:

I joined State Farm in 2021 and opened this agency in 2026 after a career in logistics. I come from a family of entrepreneurs, so I understand both the challenges and rewards of building something from the ground up. I'm passionate about providing the training, coaching, and support needed to help new team members succeed.

Our agency is built around relationships. We believe in taking the time to understand our customers' needs and becoming trusted advisors in the community. As a new agency, you'll have the opportunity to help build lasting customer relationships and make a meaningful impact from day one.

We offer a health stipend, licensing reimbursement, monthly team lunches, Casual Fridays, fun team outings, and a strong commitment to work-life balance. You'll also have the opportunity to work with an established book of business while continuing to build new relationships.

My goal is to create an environment where team members feel like they're working with me, not for me. I'm looking for someone who is persistent, trustworthy, self-motivated, and passionate about helping people. If you enjoy building relationships, thrive in a collaborative environment, and want to grow alongside a brand-new agency, we'd love to meet you.

ROLE DESCRIPTION

As an Account Representative for Catharine Albin State Farm, you’ll play a key role in helping individuals and families protect what matters most. You’ll build relationships with prospective and existing customers, learn about their goals, and recommend insurance solutions that fit their needs.

We believe sales should be consultative. Our focus is on advisory by providing thoughtful recommendations, and building long-term relationships based on trust.

If you’re competitive, coachable, organized, and enjoy helping people solve problems, you’ll find opportunities for professional growth, ongoing coaching, and uncapped earning potential as our agency continues to grow.

RESPONSIBILITIES

• Build relationships with prospective and existing customers.
• Conduct insurance reviews to understand each customer’s needs.
• Prepare and present personalized insurance recommendations.
• Follow up with prospects and current customers regarding coverage options.
• Assist customers with applications, policy changes, and renewals.
• Maintain accurate documentation within agency systems.
• Work collaboratively with the service team to provide an exceptional customer experience.
• Participate in ongoing coaching, training, and professional development.

QUALIFICATIONS

• Sales, customer service, or relationship-building experience preferred.
• Strong verbal and written communication skills.
• Organized with excellent attention to detail.
• Self-motivated and comfortable working toward goals.
• Coachable with a desire to continuously improve.
• Comfortable learning new technology.
• Property & Casualty license (or willingness to obtain).

WHY JOIN OUR TEAM?

We’re building an agency focused on professionalism, continuous improvement, and exceptional customer experiences. Every team member receives structured coaching, clear expectations, and opportunities to grow.

As one of our founding team members, you’ll have the opportunity to help shape our culture, refine our processes, and grow alongside the agency. We’re looking for people who take pride in their work, enjoy learning, and want to build a long-term career—not just find their next job.

If integrity, accountability, teamwork, and continuous improvement are important to you, we’d love to meet you.