Account Manager - State Farm Agent Team Member

Insurewaunakee; Northern, Waunakee (KY, WI); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Bonus based on performance

Training & development

Flexible schedule

Competitive salary

Job summary

John Jensen - State Farm Agent in Waunakee, WI is seeking an Account Manager to strengthen customer relationships, drive retention, and promote our insurance products. You will act as a liaison between customer needs and office departments, marketing relevant products and services. A strong emphasis on sales ability and customer service is required.

The role offers a competitive compensation package and opportunities for advancement within a supportive, growth-oriented team environment.

Qualifications

• Experience in insurance sales or account management preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.

Responsibilities

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

Skills

Insurance sales

Account management

Sales targets

Communication

Job description

Full Time in Waunakee - WI

• Simple IRA
• Health insurance
• Opportunity for advancement
• Paid time off
• Bonus based on performance

ABOUT OUR AGENCY

I opened my agency in 2020 after spending three and a half years as a State Farm team member. Before joining State Farm, I worked for a software company as a corporate trainer, which helped shape my passion for learning, development, and helping others succeed. Agency ownership appealed to me because it combines a higher purpose of helping people with the opportunity to set goals, measure progress, and continually improve.

Giving back is important to us. We periodically partner with a local nonprofit that helps families in our community access basic necessities and support during times of need.

Our agency offers health benefits, a Simple IRA retirement plan, paid time off beginning from the start of employment, paid major federal holidays, and a strong commitment to work-life balance. We also invest heavily in training and development programs to give our team the tools and knowledge they need to succeed.

Our office is fun, growth-minded, and always willing to try new things. We even believe conversations about insurance can be enjoyable! I’m looking for someone who genuinely enjoys helping others, is adaptable, learns quickly, and wants to continue growing. If you can learn a process, replicate it successfully, and stay open to coaching and new ideas, you’ll fit in well with our team.

ROLE DESCRIPTION

As an Account Manager for John Jensen - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agent office departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

QUALIFICATIONS

• Experience in insurance sales or account management preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.

Compensation $55,000.00 - $70,000.00 per year

Account Manager - State Farm Agent Team Member

Full Time in Waunakee - WI

Benefits

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

ABOUT OUR AGENCY

I opened my agency in 2020 after spending three and a half years as a State Farm team member. Before joining State Farm, I worked for a software company as a corporate trainer, which helped shape my passion for learning, development, and helping others succeed. Agency ownership appealed to me because it combines a higher purpose of helping people with the opportunity to set goals, measure progress, and continually improve.

Giving back is important to us. We periodically partner with a local nonprofit that helps families in our community access basic necessities and support during times of need.

Our agency offers health benefits, a Simple IRA retirement plan, paid time off beginning from the start of employment, paid major federal holidays, and a strong commitment to work-life balance. We also invest heavily in training and development programs to give our team the tools and knowledge they need to succeed.

Our office is fun, growth-minded, and always willing to try new things. We even believe conversations about insurance can be enjoyable! I’m looking for someone who genuinely enjoys helping others, is adaptable, learns quickly, and wants to continue growing. If you can learn a process, replicate it successfully, and stay open to coaching and new ideas, you’ll fit in well with our team.

ROLE DESCRIPTION

As an Account Manager for John Jensen - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agent office departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

QUALIFICATIONS

• Experience in insurance sales or account management preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.

Compensation $55,000.00 - $70,000.00 per year

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