Insurance Account Representative - State Farm Agent Team Member

Colton Kantola - State Farm Agent; Muskegon (MI); On-site; USD 42,000 - 78,000; Full time

Benefits offered by this job

Bonus based on performance

Signing bonus

Training & development

Wellness resources

Free food & snacks

Competitive salary

Job summary

Colton Kantola State Farm Agent is seeking a motivated Sales Team Member to drive insurance and financial sales while delivering exceptional client service. You will work with the agent and sales team to meet daily and monthly targets, grow client relationships, and contribute to community-focused initiatives.

The role emphasizes licensing, lead follow-up, and collaborative planning with the team to achieve measurable outcomes and long-term success.

Qualifications

• Strong sales mindset with ability to build client relationships and close opportunities.
• Excellent communication and active listening to understand client needs and explain insurance options.
• Ability to work independently and as part of a collaborative sales team.

Responsibilities

• Licensing and compliance: Obtain and maintain necessary licenses for Property, Casualty, Life, and Health lines.
• Lead follow-up: Actively pursue new leads and maximize conversion opportunities.
• Appointment scheduling: Arrange conversations with potential clients to assess needs.
• Client service: Deliver exceptional onboarding and ongoing support to new clients.
• Production monitoring: Track personal performance against sales goals and identify improvement areas.
• Goal setting: Participate in weekly meetings to discuss personal targets and progress.
• Team collaboration: Attend weekly meetings to align with agents on market trends and strategies.

Skills

Sales skills

Interpersonal skills

Customer service

Teamwork

Technology proficiency

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

CRM software

MS Office

Insurance software

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Free food & snacks
• Signing bonus
• Training & development
• Wellness resources

Overview

Colton Kantola State Farm is seeking a motivated and dynamic Sales Team Member to join our State Farm agency. This position is ideal for individuals who are passionate about helping clients with their insurance and financial needs while driving sales and building relationships. The successful candidate will work closely with the agent and the sales team to achieve daily and monthly sales goals while providing exceptional service to our clients. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

Responsibilities

• Licensing and Compliance: Obtain and maintain licenses in Property, Casualty, Life, Accident, Health, and opportunity for series 6, 63, and 65.
• Lead Follow-Up: Follow the daily lead follow-up action plan for new leads to maximize conversion opportunities.
• Appointment Scheduling: Schedule simple conversation appointments for themselves to engage potential clients.
• Client Service: Provide exceptional service to new clients for the first six months, ensuring a positive onboarding experience.
• Production Monitoring: Continuously monitor personal production metrics to achieve sales goals and identify areas for improvement.
• Goal Setting: Participate in weekly one-on-one meetings with the agent to discuss personal goals and progress.
• Team Collaboration: Attend weekly sales team meetings with the agent to discuss market trends, office goals, and strategies for success.

Qualifications

• High school diploma or equivalent; bachelor's degree preferred.
• Previous sales experience, preferably in insurance or financial services, is an advantage.
• Strong interpersonal and communication skills, with an emphasis on customer service.
• Ability to work independently and as part of a team.
• Proficient in using technology and software.
• Goal-oriented with a track record of meeting or exceeding sales targets.
• Strong organizational skills and attention to detail.

What We Offer

• Competitive salary with performance-based incentives.
• Comprehensive training and development opportunities.
• Licensing support for required insurance and financial licenses.
• A supportive team environment with ongoing coaching and mentorship
• Commission based on premium sold