Account Associate - State Farm Agent Team Member

Lyndsie Debonis - State Farm Agent

Petaluma, CA

Apply

JOB DETAILS

SKILLS

Brand Marketing (Branding), Communication Skills, Customer Relations, Customer Support/Service, Event Marketing, Exceeded Sales Goal, Financial Services, Industry/Trade Analysis, Insurance, Insurance Regulations, Insurance Sales, Interpersonal Skills, Lead Generation, Microsoft Office, Negotiation Skills, Onboarding, Record Keeping, Regulations, Reimbursement, Retirement Plan, Revenue Growth, Sales, Sales Management, Sales Prospecting, Team Player, Training/Teaching, Underwriting, eCRM

LOCATION

Petaluma, CA

POSTED

30+ days ago

Benefits:

License reimbursement
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Wellness resources
401(k)
Flexible schedule

About Us:
Our mission is to Support, Guide, and Protect our customers, but also each other. We believe the best work happens when people feel cared for, encouraged, and empowered to grow. Joining our team means stepping into a collaborative environment where trust, respect, and community come first. We celebrate wins, we learn from challenges, and we always show up for one another. Joining our team means being part of something you will be proud of.

Job Summary:
We are seeking a dynamic and results-driven Sales Account Executive to join our State Farm office. In this role, you will be responsible for generating new business opportunities, managing client accounts, and driving sales of insurance and financial products. The ideal candidate will have strong sales skills, excellent communication abilities, and a passion for helping clients find the best coverage solutions to meet their needs.

Key Responsibilities:

Identify and pursue new sales opportunities through prospecting, networking, and referrals
Develop and maintain strong relationships with clients to understand their insurance and financial needs
Present and explain State Farm products and services to prospective and existing clients
Prepare and deliver accurate insurance quotes and proposals tailored to client requirements
Guide clients through the application and underwriting processes to ensure smooth policy issuance
Collaborate with internal teams to coordinate client onboarding and ongoing account management
Meet or exceed sales targets and contribute to the overall growth of the office
Stay informed about industry trends, competitor products, and regulatory changes
Maintain detailed records of sales activities, client interactions, and pipeline status in ECRM systems
Participate in community events and marketing initiatives to enhance brand awareness and generate leads

Qualifications:

Bachelor’s degree preferred, but not required; relevant sales or insurance experience is a strong asset
Proven track record of success in sales, preferably in insurance, financial services, or related fields
Excellent interpersonal, negotiation, and communication skills
Strong customer service orientation with the ability to build trust and rapport
Self-motivated, goal-oriented, and able to work independently as well as part of a team
Proficient with Microsoft Office and comfortable using ECRM and insurance quoting software’s preferred.
Knowledge of insurance products and industry regulations is a plus
Valid state insurance license or willingness to obtain licensure as required

Benefits:

Competitive hourly rate with commission and performance-based bonuses
Company matched Retirement plan
Paid time off and holidays
Opportunities for professional development and career growth
Supportive and collaborative work environment

Account Associate - State Farm Agent Team Member

Lyndsie Debonis - State Farm Agent

Petaluma, CA

About the Company

Lyndsie Debonis - State Farm Agent

Similar Job Searches