Insurance Account Representative - State Farm Agent Team Member

Shannon Gilbertson - State Farm Agent; Ellensburg (WA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Opportunity for advancement

Job summary

Shannon Gilbertson State Farm is expanding its team in Ellensburg, WA and seeks a motivated Insurance Sales Representative. You will meet/exceed production goals, use agency-provided leads, and grow business through community networking while delivering personalized coverage options for auto, home, renters, life, and health.

You will maintain client records in State Farm CRM, provide policy reviews and renewals, and support customers through claims with a friendly, local approach.

Qualifications

• Active WA licenses required (P&C and Life/Health) or ability to obtain promptly.
• Strong communication and interpersonal skills; ability to build trust quickly.
• Self-motivated, goal-oriented, and comfortable in a fast-paced environment.
• Excellent time management and organization; proficient with computers/CRM tools.

Responsibilities

• Meet/exceed minimum production goals.
• Appointment setting and direct selling using agency-provided leads and referrals.
• Generate business through community outreach and proactive sales efforts.
• Provide policy reviews, renewals, and claims assistance.
• Maintain client records in State Farm CRM and stay current on products, promotions, and regulations.

Skills

Leadership

Communication

Self-motivated

Organization

Customer focus

Tools

CRM software

Job description

Benefits

• 401(k) matching
• Health insurance
• Opportunity for advancement

About Us

Shannon Gilbertson State Farm is dedicated to providing personalized insurance and financial services that protect what matters most to our clients. As a trusted State Farm agency, we pride ourselves on delivering exceptional customer service and customized insurance solutions. We are currently seeking a motivated and customer-focused Insurance Sales Representative to join our team and help us continue to grow and serve our community.

Key Responsibilities

• Meet/exceed minimum production goals
• Appointment setting + direct selling using agency-provided leads + referrals
• Generate and grow business through community outreach, networking, and proactive sales efforts
• Conduct client needs assessments and present State Farm options for auto, home, renters, life, and health
• Develop tailored coverage plans that provide strong value and protection
• Provide ongoing support: policy reviews, renewals, and claims assistance
• Maintain accurate client records in State Farm CRM/systems
• Stay current on State Farm products, promotions, and industry regulations
• Collaborate with Shannon and the agency team to deliver a seamless customer experience
• Represent the agency at occasional sponsored events (evenings/weekends as needed)

Requirements (Must Have)

• Active WA licenses: P&C and Life/Health (or ability to obtain promptly)
• Punctual (on time for appointments and commitments)
• Lots of energy and charisma team leadership
• Open to constructive criticism and coachingAble to handle escalated situations professionally
• Strong community involvement
• Strong communication and interpersonal skills; ability to build trust quickly
• Self-motivated, goal-oriented, and comfortable in a fast-paced environment
• Organized, detail-oriented, and proficient with computers/CRM tools

Schedule

• Full-time, in-office: M–F 8:00 AM–5:00 PM
• Occasional evenings/weekends for sponsored events