Account Manager - State Farm Agent Team Member

Megan Borland - State Farm Agent; Thiensville (WI); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Megan Borland - State Farm Agent is seeking an Account Manager to support daily operations and customer success, focusing on retention and growth through proactive service and in-depth knowledge of our insurance offerings.

You will collaborate with office departments, conduct policy reviews, explain coverage options, and help customers choose suitable plans while pursuing sales opportunities. The role emphasizes teamwork, development, and strong client communication.

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 knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

Skills

Insurance sales

Account management

Leadership

Sales conversations

Job description

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 2010 and currently lead a team of three. Before becoming a State Farm agent, I worked in corporate marketing within the financial industry. I'm an Indiana University graduate who loves traveling, snow skiing, volleyball, and spending time with my dogs.

Giving back to the community is important to me. I'm an active member of the local Rotary Club and proudly support the local Lions Club. Building strong relationships with our community is a big part of what we do.

Our agency offers PTO, a Simple IRA, a health stipend, licensing reimbursement, work-life balance, and plenty of bonus opportunities, including monthly and quarterly incentives and team trips. We believe in rewarding hard work and helping our team build successful careers.

Our culture is easygoing, customer-focused, and built on open communication. We enjoy learning together, supporting one another, and having fun while we work. I'm looking for someone who wants to grow, and I'd especially love to help someone who dreams of owning their own agency one day.

ROLE DESCRIPTION

As an Account Manager for Megan Borland - 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.