Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ROLE DESCRIPTION:
Scot Shaw Ins Agency, Inc. is seeking a motivated, relationship-driven Account Representative to help grow our agency through new customer acquisition and deeper relationships with our existing customers.

This is a sales-focused position for someone who enjoys connecting with people, identifying needs, and helping customers make informed insurance and financial services decisions. The Account Representative will be responsible for generating new business, proactively developing sales opportunities within our existing customer base, and contributing to the overall growth and retention goals of the agency.

This is a hybrid role that will be performed primarily remotely .

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.

Key Responsibilities:

• Generate new business through prospecting, referrals, lead follow-up, and other agency sales activities.
• Conduct needs-based conversations with prospective and existing customers to identify appropriate insurance and financial services solutions.
• Develop and maintain a consistent sales pipeline and follow-up process.
• Proactively contact current customers to identify opportunities to deepen relationships and better protect their households.
• Cross-sell additional products and services based on customer needs.
• Build strong, long-term customer relationships that support retention, referrals, and agency growth.
• Provide timely and professional follow-up throughout the sales process.
• Participate in agency sales meetings, coaching, training, and professional development.

What Success Looks Like:

A successful Account Representative consistently:

• Creates new sales opportunities rather than waiting for opportunities to come to them.
• Meets or exceeds new business production goals.
• Builds a healthy pipeline of prospective customers and follows up consistently.
• Identifies opportunities to deepen relationships with existing customers.
• Uses needs-based conversations rather than a transactional sales approach.
• Builds trust and earns referrals through a high level of professionalism and responsiveness.
• Takes ownership of individual results and contributes positively to overall agency goals.
• Works effectively and independently in a primarily remote environment.

Qualifications

Preferred candidates will have:

• Prior sales, insurance, financial services, or customer relationship experience.
• Strong communication and interpersonal skills.
• A demonstrated ability to build relationships and earn customer trust.
• A proactive, goal-oriented approach to sales.
• Strong organizational and follow-up skills.
• The ability to work independently while remaining connected and accountable to the agency team.
• Strong technology skills and the ability to work effectively in a remote environment.

An active Property & Casualty and/or Life & Health insurance license is preferred. Candidates who are not currently licensed may be required to obtain applicable licenses within an established timeframe as a condition of employment.

About Us:
Our office culture is built on teamwork, respect, and continuous improvement. We collaborate closely across roles, value clear communication, and support one another to get the work done. You can expect a welcoming environment where ideas are encouraged, feedback is constructive, and people take pride in both the results and the way they achieve them.

Flexible work from home options available.