Account Representative - State Farm Agent Team Member

Nick Reed - State Farm Agent; Shawnee (KS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Nick Reed - State Farm Agent is seeking an Account Representative to join the team. The role focuses on growing the agency by connecting with prospective customers, understanding insurance needs, and helping them find the right coverage.

You will build relationships, provide quotes, and guide prospects through the onboarding process. This position emphasizes goal achievement in a sales-focused environment, with opportunities to develop sales skills, foster customer relationships, and contribute

Qualifications

• Strong communication and interpersonal skills are essential.
• Sales-minded, goal-oriented, and motivated by results.
• Ability to manage multiple prospects and follow up effectively.
• Detail-oriented, organized, and able to multitask.

Responsibilities

• Connect with prospective customers through inbound leads, outbound calls, referrals, and other agency marketing efforts.
• Build relationships by learning about needs, priorities, and current insurance situation.
• Provide information about available insurance products and services and prepare quotes.
• Guide prospects through the application and onboarding process and aim to meet or exceed sales goals.
• Maintain accurate records of leads, quotes, follow-ups, and customer interactions.
• Work closely with agency team to ensure smooth transition from new customer to ongoing service.

Skills

Communication

Interpersonal skills

Sales mindset

Goal oriented

Follow-up skills

Organized

Team player

Independent worker

Job description

Benefits:

• Paid time off


• Training & development


• 401(k) matching


• Bonus based on performance


• Competitive salary

As a Account Representative - State Farm Agent Team Member for Nick Reed - State Farm Agent, you play a key role in growing our agency by connecting with prospective customers, understanding their insurance needs, and helping them find the right coverage. You will build relationships, identify opportunities, provide insurance quotes, and guide prospects through the process of becoming customers.

This position is ideal for someone who enjoys talking with people, is motivated by goals, and thrives in a sales-focused environment. You will have the opportunity to develop your sales skills, build lasting customer relationships, and make a meaningful impact on the growth of our agency.

RESPONSIBILITIES:

• Connect with prospective customers through inbound leads, outbound calls, referrals, and other agency marketing efforts.


• Build relationships with prospects by learning about their needs, priorities, and current insurance situation.


• Provide information about available insurance products and services.


• Prepare insurance quotes and help prospects review and customize coverage options.


• Follow up consistently with prospects throughout the sales process.


• Identify opportunities to offer additional products that may help meet the customer's insurance and financial needs.


• Ask for the business and guide prospective customers through the application and onboarding process.


• Meet or exceed individual sales, activity, and production goals.


• Maintain accurate records of leads, quotes, follow-ups, and customer interactions.


• Work closely with other agency team members to provide a smooth transition from new customer acquisition to ongoing account service.


• Act in the best interest of current and future customers while representing the agency professionally.

QUALIFICATIONS:

• Strong communication and interpersonal skills.


• Comfortable initiating conversations and building relationships with new people.


• Sales-minded, goal-oriented, and motivated by achieving results.


• Strong follow-up skills and the ability to manage multiple prospects at different stages of the sales process.


• Detail-oriented, organized, and able to multitask.


• Positive attitude and willingness to learn and improve.


• Ability to work both independently and as part of a team.


• Previous sales, customer service, or insurance experience preferred.


• Property & Casualty and/or Life & Health insurance licenses preferred or ability to obtain required licensing.