Account Representative - State Farm Agent Team Member

Jason-Marquardt---State-Farm-Agent; Menomonee Falls (WI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

401(k) matching

Bonus based on performance

Job summary

Jason Marquardt State Farm Office in Menomonee Falls, WI is seeking an Account Representative to generate new business while identifying protection needs within our existing client base.

This is a sales-focused role that emphasizes relationship-building, conversations, overcoming objections, and hitting monthly production goals. No insurance experience required; training and licensing support are provided.

Qualifications

• Experience in sales or customer-facing roles is preferred.
• Strong communication and relationship-building abilities.
• Self-starter who takes ownership of results and meets targets.
• Willingness to learn and adapt; open to feedback.
• Comfort with outbound calling and initiating conversations.
• Professional, positive attitude with strong listening skills.

Responsibilities

• Generate new business through referrals, inbound leads, networking, and outbound prospecting.
• Follow up consistently with prospects and lead opportunities.
• Educate customers on insurance products and protection strategies.
• Provide insurance quotes and proposals for auto, home, business, and life insurance.
• Maintain accurate records and activity tracking in agency systems.
• Conduct insurance reviews with prospective and current customers.
• Meet and exceed monthly sales goals and production objectives.

Skills

Sales experience

Communication skills

Self-starter

Coachable

Outbound calls

Professional attitude

Written, verbal, listening

Tools

CRM software

Job description

Benefits

• Health insurance
• Paid time off
• Training & development
• 401(k) matching
• Bonus based on performance

Are you outgoing and customer-focused? Do you enjoy working with people and finding solutions for them? If so, you might be a great fit on our team!

ROLE DESCRIPTION

As Account Representative for Jason Marquardt State Farm Office, you will focus on generating new business opportunities while also identifying additional protection needs within our existing customer base.

This is a sales-focused role designed for someone who enjoys building relationships, having conversations, overcoming objections, and achieving goals. Prior insurance experience is not required. We will train the right candidate and assist with licensing.

RESPONSIBILITIES

• Generate new business through referrals, inbound leads, networking, and outbound prospecting.
• Follow up consistently with prospects and lead opportunities.
• Educate customers on insurance products and protection strategies.
• Provide insurance quotes & proposals for auto, home, business, and life insurance.
• Maintain accurate records and activity tracking within agency systems.
• Conduct insurance reviews with prospective and current customers.
• Meet and exceed monthly sales goals and production objectives.

QUALIFICATIONS

• Experience in sales (outside sales or inside sales representative, retail sales associate,) preferred.
• Strong communication and relationship-building skills
• Self-starter who takes ownership of their results
• Coachable and open to feedback
• Comfortable making outbound calls and initiating conversations
• Professional, positive attitude
• Communication skills - written, verbal, and listening.

LICENSING REQUIREMENTS

• Property & Casualty License (required)
• Life & Health License (required)

WORK ENVIRONMENT

• In-office position located in Menomonee Falls, WI
• Full-time schedule (Monday - Friday)

COMPENSATION & BENEFITS

Compensation is performance based (salary plus commissions & bonuses) - expected income range is $50,000 - $75,000 depending on individual performance.

• Base Salary plus uncapped commissions
• Quarterly performance-based bonuses
• Paid time off
• Retirement plan benefits
• Health Insurance
• Life & Disability Insurance
• Ongoing training & professional development

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.