What are the responsibilities and job description for the Account Representative - State Farm Agent Team Member position at Jason Marquardt State Farm Agency?
Responsive recruiter
Benefits
Role Description
As Account Representative for Jason Marquardt State Farm Office, you will focus on generating new business opportunities while also identifying additional protection needs within our existing customer base.
This is a sales-focused role designed for someone who enjoys building relationships, having conversations, overcoming objections, and achieving goals. Prior insurance experience is not required. We will train the right candidate and assist with licensing.
Responsibilities
Compensation is performance based (salary plus commissions & bonuses) - expected income range is $50,000 - $75,000 depending on individual performance.
Compensation $50,000.00 - $75,000.00 per year
Benefits
- Health insurance
- Paid time off
- Training & development
- 401(k) matching
- Bonus based on performance
Role Description
As Account Representative for Jason Marquardt State Farm Office, you will focus on generating new business opportunities while also identifying additional protection needs within our existing customer base.
This is a sales-focused role designed for someone who enjoys building relationships, having conversations, overcoming objections, and achieving goals. Prior insurance experience is not required. We will train the right candidate and assist with licensing.
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 & proposals for auto, home, business, and life insurance.
- Maintain accurate records and activity tracking within agency systems.
- Conduct insurance reviews with prospective and current customers.
- Meet and exceed monthly sales goals and production objectives.
- Experience in sales (outside sales or inside sales representative, retail sales associate,) preferred.
- Strong communication and relationship-building skills
- Self-starter who takes ownership of their results
- Coachable and open to feedback
- Comfortable making outbound calls and initiating conversations
- Professional, positive attitude
- Communication skills - written, verbal, and listening.
- Property & Casualty License (required)
- Life & Health License (required)
- In-office position located in Menomonee Falls, WI
- Full-time schedule (Monday - Friday)
Compensation is performance based (salary plus commissions & bonuses) - expected income range is $50,000 - $75,000 depending on individual performance.
- Base Salary plus uncapped commissions
- Quarterly performance-based bonuses
- Paid time off
- Retirement plan benefits
- Health Insurance
- Life & Disability Insurance
- Ongoing training & professional development
Compensation $50,000.00 - $75,000.00 per year
Salary : $50,000 - $75,000