Consultative Insurance Account Manager

Catharine Albin - State Farm Agent; Cedarburg (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Catharine Albin State Farm is seeking an Account Representative to help individuals and families protect what matters most. You’ll build relationships with customers, assess goals, and recommend insurance solutions that fit their needs.

Our agency emphasizes consultative sales, ongoing coaching, and a collaborative, growth-oriented environment. If you are motivated, coachable, and customer-focused, you’ll have opportunities for advancement and a meaningful impact from day one.

Qualifications

• Experience in sales, customer service, or relationship-building.
• Strong communication skills, both written and verbal.
• Detail-oriented with the ability to manage multiple tasks.

Responsibilities

• Build relationships with prospective and existing customers.
• Conduct insurance reviews to understand needs.
• Prepare and present personalized insurance recommendations.
• Follow up with prospects and current customers regarding options.
• Assist customers with applications, policy changes, and renewals.
• Maintain accurate documentation within agency systems.
• Collaborate with the service team to deliver an excellent customer experience.
• Participate in ongoing coaching, training, and professional development.

Skills

Sales experience

Customer service

Relationship building

Job description

Catharine Albin State Farm is seeking an Account Representative to help individuals and families protect what matters most. You’ll build relationships with customers, assess goals, and recommend insurance solutions that fit their needs.

Our agency emphasizes consultative sales, ongoing coaching, and a collaborative, growth-oriented environment. If you are motivated, coachable, and customer-focused, you’ll have opportunities for advancement and a meaningful impact from day one.