Account Representative - State Farm Agent Team Member

Colton Kantola - State Farm Agent; Muskegon (MI); On-site; USD 29,000 - 58,000; Full time

Benefits offered by this job

Profit sharing

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Colton Kantola State Farm Agency is seeking an Account Representative to grow the agency by connecting with customers, assessing needs, and recommending insurance and financial products. You will build relationships, drive new business, and support customers through policy selection and onboarding.

You’ll participate in marketing initiatives, manage a solid sales pipeline, and pursue licensing opportunities to advance professionally. State Farm independent contractor status applies.

Qualifications

• Excellent communication and interpersonal skills.
• Sales-driven with a goal orientation.
• Ability to build trust and nurture client relationships.
• Strong follow-up and pipeline management.
• Detail-oriented, organized, and reliable.
• Able to make outbound calls and develop new business.
• Willingness to learn insurance products and licensing requirements.

Responsibilities

• Generate new business through leads, referrals, networking, and agency campaigns.
• Conduct consultative sales conversations to assess needs and recommend Property, Casualty, Life, and Health insurance products.
• Explain and quote policies, helping customers understand options and benefits.
• Maintain a robust pipeline from initial contact to policy issuance.
• Cross-sell opportunities to existing customers and identify additional coverage needs.
• Support policy retention and renewals with coverage reviews and adjustments.
• Engage in agency marketing events to generate qualified leads.
• Prepare applications and collect required documents for timely submissions.

Skills

Strong communication

Sales-minded

Relationship building

Follow-up

Detail-oriented

Outbound calling

Product knowledge

Education

Series 6/63/65 licenses

Job description

Benefits:

• Profit sharing
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As an Account Representative with Colton Kantola State Farm, you’ll play an important role in growing the agency while helping customers protect what matters most.

This is a relationship-driven sales position for someone who enjoys connecting with people, identifying needs, and recommending insurance and financial products that provide meaningful value. You’ll develop new business, strengthen relationships with existing customers, and help customers make informed decisions about their coverage.

If you’re motivated, personable, and sales-minded—and you’re looking for a career where your performance and professional growth matter,we’d like to hear from you.

Responsibilities

• Generate new business through leads, referrals, networking, community outreach, and agency marketing campaigns.
• Conduct consultative sales conversations to understand customer needs and recommend appropriate Property, Casualty, Life, and Health insurance products.
• Quote, explain, and sell insurance policies while helping customers understand their coverage options and benefits.
• Build and manage a consistent pipeline of prospects, following up effectively from initial contact through policy issuance.
• Develop relationships with existing customers to identify cross-selling opportunities and additional coverage needs.
• Support policy retention and renewals by reviewing coverage, identifying changes in customer needs, and recommending appropriate adjustments.
• Conduct outbound calls and follow-up activities to achieve agency goals for new business, retention, and account growth.
• Participate in agency marketing initiatives, networking opportunities, and community events to generate qualified leads.
• Prepare applications, collect required documentation, and ensure accurate and timely submission of policy information.
• Maintain accurate customer records, prospect information, and sales activity within the agency’s CRM and management systems.
• Guide new customers through onboarding, including effective dates, payment options, required documentation, and next steps.
• Collaborate with agency team members to achieve individual and team sales goals and improve conversion rates.
• Stay knowledgeable about State Farm products, underwriting guidelines, and competitive positioning.
• Address customer questions related to coverage, policies, and billing with a professional, solution-oriented approach.
• Pursue ongoing professional development and licensing opportunities, which may include Series 6, 63, and 65 securities licenses, as applicable to the position.
• Follow applicable compliance, suitability, privacy, and confidentiality requirements when selling and servicing insurance and financial products.

Qualifications

• Strong communication and interpersonal skills.
• Sales-minded, goal-oriented, and comfortable initiating conversations with prospective customers.
• Ability to build relationships and earn customer trust.
• Strong follow-up skills and the ability to manage multiple prospects and priorities.
• Detail-oriented, organized, and accountable.
• Comfortable making outbound calls and developing new business.
• Ability to learn insurance products, coverage options, and sales processes.
• Previous sales, customer service, insurance, or financial services experience is preferred.
• Ability to obtain and maintain required insurance licenses.

Compensation

• Base Pay of $14.00/hour.
• Dynamic commission structure.
• Bonus opportunities based on individual and agency results.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must successfully complete applicable licensing requirements and training programs.