Insurance Sales & Client Advisory Specialist

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

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.