Insurance Account Specialist – Growth & Solutions

Jason-Marquardt---State-Farm-Agent; Menomonee Falls (WI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

401(k) matching

Bonus based on performance

Job summary

Jason Marquardt State Farm Office in Menomonee Falls, WI is seeking an Account Representative to generate new business while identifying protection needs within our existing client base.

This is a sales-focused role that emphasizes relationship-building, conversations, overcoming objections, and hitting monthly production goals. No insurance experience required; training and licensing support are provided.

Qualifications

• Experience in sales or customer-facing roles is preferred.
• Strong communication and relationship-building abilities.
• Self-starter who takes ownership of results and meets targets.
• Willingness to learn and adapt; open to feedback.
• Comfort with outbound calling and initiating conversations.
• Professional, positive attitude with strong listening skills.

Responsibilities

• Generate new business through referrals, inbound leads, networking, and outbound prospecting.
• Follow up consistently with prospects and lead opportunities.
• Educate customers on insurance products and protection strategies.
• Provide insurance quotes and proposals for auto, home, business, and life insurance.
• Maintain accurate records and activity tracking in agency systems.
• Conduct insurance reviews with prospective and current customers.
• Meet and exceed monthly sales goals and production objectives.

Skills

Sales experience

Communication skills

Self-starter

Coachable

Outbound calls

Professional attitude

Written, verbal, listening

Tools

CRM software

Job description

Jason Marquardt State Farm Office in Menomonee Falls, WI is seeking an Account Representative to generate new business while identifying protection needs within our existing client base.

This is a sales-focused role that emphasizes relationship-building, conversations, overcoming objections, and hitting monthly production goals. No insurance experience required; training and licensing support are provided.