Account Representative - State Farm Agent Team Member

Erin Doan - State Farm Agent; Ludington (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Vision insurance

Dental insurance

Opportunity for advancement

Job summary

Erin Doan State Farm in Ludington, MI, is seeking an Account Representative to generate leads, build client relationships, and close sales to meet targets in a dynamic insurance and financial services environment.

You will manage CRM records, collaborate with marketing on lead generation, and stay informed about industry trends. A bachelor’s degree and sales experience are preferred; Michigan licenses in P&C and Life & Health are expected or obtainable.

Qualifications

• Bachelor’s degree in business, marketing, or a related field preferred.
• Experience in sales or a related field preferred.
• Michigan Department of Insurance License in Property & Casualty and Life & Health required or willing to obtain.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office and CRM software (e.g., Salesforce).

Responsibilities

• Identify and pursue new sales opportunities through networking, cold calling, and referrals.
• Build and maintain strong relationships with existing and potential clients.
• Understand customer needs and provide tailored solutions.
• Achieve and exceed monthly and quarterly sales targets.
• Maintain accurate records of sales activities and customer interactions in our CRM system.
• Collaborate with the marketing team to develop strategies for lead generation.
• Stay informed about industry trends and competitor activities.

Skills

Communication skills

Negotiation

Self-motivation

CRM proficiency

Education

Bachelor's degree in business/marketing or related field

Tools

Salesforce

Microsoft Office

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Job Title: Account Representative

Company: Erin Doan State Farm

About Us:

State Farm is the #1 Insurance Company in the country. At Erin Doan Agency, you will be a part of a team of dedicated professionals that are providing exceptional products and services in the insurance and financial services sphere. We value innovation, teamwork, and customer satisfaction. Join our dynamic team and help us drive our success!

Job Overview:

We are seeking a motivated and results-driven Sales Representative to join our team. The ideal candidate will be responsible for generating leads, building relationships with clients, and closing sales to meet and exceed targets.

Key Responsibilities:

• Identify and pursue new sales opportunities through networking, cold calling, and referrals.
• Build and maintain strong relationships with existing and potential clients.
• Understand customer needs and provide tailored solutions.
• Achieve and exceed monthly and quarterly sales targets.
• Maintain accurate records of sales activities and customer interactions in our CRM system.
• Collaborate with the marketing team to develop strategies for lead generation.
• Stay informed about industry trends and competitor activities.

Qualifications:

• Bachelor’s degree in business, Marketing, or a related field (preferred).
• Proven experience in sales or a related field (preferred).
• Have (or willing to obtain) Michigan Department of Insurance License in both Property & Casualty and Life & Health.
• Strong communication and interpersonal skills.
• Excellent negotiation and closing abilities.
• Self-motivated with a results-oriented mindset.
• Proficient in Microsoft Office and CRM software (e.g., Salesforce).
• Ability to work independently and as part of a team.

What We Offer:

• Competitive salary and bonus structure.
• Comprehensive benefits package, including health insurance and retirement plans.
• Paid Holidays + Increasing PTO/Vacation Days (with years of service)
• Agency Retirement Savings Account
• Medical/Dental/Vision Benefits (After Waiting Period)
• Agency Childcare Cost Sharing (MI Tri-Share Program)
• Opportunities for professional development and career advancement.
• A supportive and dynamic work environment.

Disclaimer

State Farm agents are independent contractors who hire their own employees. State Farm agent employees are not employees of State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.