Insurance Account Representative - State Farm Agent Team Member

Shannon Gilbertson - State Farm Agent; Washington (District of Columbia); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Opportunity for advancement

Job summary

Shannon Gilbertson State Farm in Ellensburg, WA seeks an Insurance Sales Representative to build client relationships and assess coverage needs across auto, home, renters, life, and health. This role supports P&C and Life/Health products and acts as a brand ambassador delivering outstanding service.

Join a customer-focused agency that values proactive outreach, licensing requirements, and flexible evening/weekend events to support growth and community presence.

Qualifications

• Active WA P&C and Life/Health licenses (or ability to obtain promptly).
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced sales environment.
• Strong community involvement and professional presentation.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Self-motivated

Organized

CRM tools

Tools

CRM software

Job description

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.

Job Summary

As an Insurance Sales Representative with Shannon Gilbertson State Farm in Ellensburg, WA, you’ll build strong client relationships by assessing insurance needs and recommending coverage that fits—supporting P&C (personal lines) and Life/Health products. You’ll be an ambassador of the State Farm brand, delivering outstanding service and helping clients protect what matters most.

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 coaching
• Able 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