Insurance Sales Specialist - Life, Auto & Home

Mike Bafus - State Farm Agent; Franklin (WI); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k)

401(k) matching

Bonus based on performance

Paid time off

Training & development

Job summary

Mike Bafus - State Farm Agent seeks an Insurance Sales Account Representative to help individuals and families protect what matters most. You will identify customer needs, recommend appropriate insurance products, and build long-term client relationships.

Responsibilities include meeting with prospects, assessing needs, explaining options, managing a CRM pipeline, and supporting clients through underwriting and claims processes while pursuing sales targets and ongoing professional development.

Qualifications

• Sales experience preferred (insurance or related field is a plus)
• Strong communication and relationship-building skills
• Ability to explain complex information in a simple, customer-friendly way
• Self-motivated, goal-oriented, and comfortable working toward targets
• Willingness to learn insurance products and complete required training
• Valid driver’s license and ability to travel (if required by the role)
• Ability to pass licensing requirements (varies by location/type of insurance)

Responsibilities

• Meet with prospective customers via inbound leads, referrals, and/or outbound prospecting
• Assess customer needs and recommend suitable insurance policies (e.g., life, auto, home, health, or business)
• Explain coverage options, deductibles, premiums, and policy benefits clearly
• Build and maintain a pipeline of leads and track progress in CRM systems
• Follow up with prospects and assist clients through the application and underwriting process
• Educate clients on claim processes and coverage details
• Maintain active knowledge of products, underwriting rules, and state/federal regulations
• Provide excellent customer service and support after the sale to support renewals and referrals
• Meet or exceed sales goals and performance targets

Skills

Sales experience

Strong communication

Explain complex information clearly

Self-motivated

Goal-oriented

Willingness to learn

Job description

Mike Bafus - State Farm Agent seeks an Insurance Sales Account Representative to help individuals and families protect what matters most. You will identify customer needs, recommend appropriate insurance products, and build long-term client relationships.

Responsibilities include meeting with prospects, assessing needs, explaining options, managing a CRM pipeline, and supporting clients through underwriting and claims processes while pursuing sales targets and ongoing professional development.