Account Representative - State Farm Agent Team Member
Job Description
Job DescriptionBenefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Flexible schedule
- Paid time off
- Training & development
ROLE DESCRIPTION
As an Account Representative for Jason Marquardt - State Farm Insurance Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful conversations by providing quotes and insurance proposal for prospective new clients and thorough follow up to close sales. You improve the lives of our customers by proactively making needs-based recommendations to both new and existing clients. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES
- Provide quotes and proposals for new clients.
- Assist clients with policy applications and renewals.
- Handle client inquiries and provide timely responses.
- Maintain accurate records of client interactions.
- Conduct appointments in-office or virtually with both new & existing clients.
QUALIFICATIONS
- Strong communication and interpersonal skills.
- Detail-oriented and able to multitask.
- Experience in customer service or sales required.
- Ability to obtain WI insurance licenses required (Property, Casualty, Life)
ABOUT US
- We are a locally owned State Farm Insurance office in Menomonee Falls, WI, established in 2017. We serve the entire greater Milwaukee area for insurance and retirement planning needs.
- As a small business we strive to provide the best balance for everyone with quality benefits, competitive compensation, work/life balance, and a strong work ethic.
BENEFITS
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible Schedule
- Full Benefits: Health Insurance Stipend, Life Insurance, Disability Insurance
- Paid time off
- Training & Development
This position is with an independent contractor State Farm Agent, not with State Farm Insurance Companies.