What are the responsibilities and job description for the Insurance Account Representative - State Farm Agent Team Member position at Shannon Gilbertson - State Farm Agent?
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.
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
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $40,000 - $60,000