Account Representative - State Farm Agent Team Member

Catharine Albin - State Farm Agent; Cedarburg (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

License reimbursement

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Catharine Albin - State Farm Agent in Cedarburg is seeking an Account Representative to support daily operations and customer success. You will grow the agency through meaningful customer relations and acting as a liaison between customer needs and agency departments, proactively marketing relevant products and services.

The agency emphasizes building lasting customer relationships, offering a health stipend, licensing reimbursement, monthly team lunches, Casual Fridays, fun team outings, and a

Qualifications

• Sales experience preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relations

Communication

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 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 agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

QUALIFICATIONS:

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.