Insurance Account Representative - State Farm Agent Team Member

Shannon Gilbertson - State Farm Agent
  • Ellensburg, WA
  • Full-time
30+ days ago

Job Description

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.


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

Numbers & Facts

LocationEllensburg, WA
Job TypeFull-time

Skills

  • Business Growthunmatched
  • Coachingunmatched
  • Communication Skillsunmatched
  • Computer Skillsunmatched
  • Customer Escalationsunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Customer/Client Researchunmatched
  • Detail Orientedunmatched
  • Direct Salesunmatched
  • Exceeded Sales Goalunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Insurance Salesunmatched
  • Interpersonal Skillsunmatched
  • Needs Assessmentunmatched
  • Organizational Skillsunmatched
  • Promotional Programsunmatched
  • Record Keepingunmatched
  • Regulationsunmatched
  • Salesunmatched
  • Service Deliveryunmatched
  • Team Lead/Managerunmatched
  • Time Managementunmatched

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