Account Representative - State Farm Agent Team Member

Tyler Johns - State Farm Agent

Conroe, TX

JOB DETAILS
SKILLS
Business Growth, Communication Skills, Computer Skills, Customer Relationship Management (CRM), Customer Support/Service, Decision Support, Establish Priorities, Insurance, Insurance Sales, Licensing, Needs Assessment, Organizational Skills, Problem Solving Skills, Record Keeping, Relationship Management, Sales, Sales Closing Skills, Sales Management, Sales Training, Service Delivery, Time Management, Training/Teaching
LOCATION
Conroe, TX
POSTED
8 days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

Tyler Johns State Farm Agency is dedicated to helping families protect what matters most. We’re looking for a motivated Sales Account Representative to grow new business, strengthen relationships with existing policyholders, and provide excellent customer service.


Job Summary
The Sales Account Representative will manage a book of business, follow up on leads, identify customer needs, and recommend appropriate insurance solutions (e.g., Auto, Home, Life, Health, Renters). This role balances relationship management and sales goals to help the agency grow while delivering outstanding service.


Key Responsibilities
  • Follow up on inbound leads and referrals to set appointments and close sales
  • Manage and grow an assigned portfolio of existing customers
  • Review customer coverage needs and recommend appropriate products
  • Conduct quotes and policy comparisons to support customer decision-making
  • Maintain accurate records in CRM and complete tasks to agency standards
  • Coordinate with team members to ensure timely policy changes and customer support
  • Meet or exceed monthly/quarterly sales targets
  • Provide consistent, friendly, professional customer service
  • Participate in ongoing training and sales development activities
Qualifications
  • Strong work ethic and willingness to put in the effort required to succeed in a sales-driven role
  • Resilience—able to handle rejection, learn from feedback, and stay motivated
  • A genuine “Why” for working in insurance/sales (clear motivation and personal goals)
  • Coachable mindset and commitment to ongoing training
  • Strong communication skills and the ability to build rapport with customers
  • Comfortable making phone calls, following up consistently, and managing appointments
  • Reliable, organized, and able to prioritize tasks in a fast-paced environment
  • Basic computer skills and ability to use a CRM or learn agency systems quickly
  • Insurance licensing requirements: Must be willing to obtain P&C and Life/Health

About the Company

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Tyler Johns - State Farm Agent