Account Manager - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About our Agency:
I opened my agency in October of 2019, just months before COVID reshaped everything. Those early days were challenging, but they strengthened our resilience and set the tone for how we operate today. After spending 10 years as a State Farm team member, I brought deep company experience into building an agency that could weather change and continue to grow. Today, our team includes nine people, and we’re actively working toward opening a second location and expanding the team even further.

I was born and raised in Northern Indiana and earned my bachelor’s degree from Indiana University in Small Business and Entrepreneurship, along with a double major in Human Resource Management. I’m married to my high school sweetheart, Ashley, and we have two boys, James and Michael. Giving back is important to us—we donate time to Cultivate Food Rescue and stay involved in community events throughout the year, including a Cars & Coffee event I host in partnership with the Studebaker National Museum.

For our team, we offer a flexible allowance package that lets employees choose a mix of benefits including health insurance, supplemental coverage, life insurance, and retirement plans, along with unlimited time off. Our culture is intentionally family-focused and team-driven. I lead as a servant leader and work hard to put our people in positions to succeed and advance. We operate with love, grace, and support—paired with accountability, positivity, and a commitment to excellence—because our team deserves it, and so do our customers.

Position Overview:
Our team is seeking a driven and organized Sales Manager / Account Manager to help lead sales performance, reinforce processes, and coach team members toward individual and collective growth. This role plays a vital part in ensuring that the agency’s sales strategies, team accountability, and performance standards are consistently met and improved upon.

Responsibilities:

• Lead the sales portion of Monday morning meetings by reviewing prior week accomplishments, identifying challenges, setting new goals, and sharing insights for growth
• Conduct daily one-on-one coaching sessions with team members to reinforce sales skills and processes
• Review and manage task list views, ensuring items are cleared and processes followed correctly
• Track and measure both team and individual performance against established goals
• Manage sales processes while holding team members accountable to expectations
• Participate in all available TCC calls, especially evolve calls, to strengthen sales knowledge and support team learning
• Relay and roleplay sales tactics to reinforce team development
• Handle individual sales and customer appointments as needed
• Recap coaching and performance conversations with the team and provide actionable feedback
• Serve as a go-to resource for sales process and protocol questions
• Complete IPS registrations (SIE, Series 6, 63, 65) and integrate them into sales conversations, including scheduling appointments for the agent when applicable
• Identify and document undefined or missing processes
• Communicate regularly with the Agent regarding team issues, updates, and weekly performance summaries
• Provide general assistance to the Agent as needed

Ideal Candidate Attributes:

• Strong leadership and coaching ability
• Excellent organizational and communication skills
• Comfortable with accountability and performance tracking
• Knowledge of insurance or financial services preferred
• Self-starter with a passion for professional development and team success