Account Manager - State Farm Agent Team Member

Heather Montagne - State Farm Agent

Beaumont, TX

JOB DETAILS
SKILLS
Communication Skills, Cross-Selling, Customer Relations, Develop and Maintain Customers, Exceeded Sales Goal, Farm Management, Financial Services, Insurance, Insurance Sales, Needs Assessment, Problem Solving Skills, Relationship Marketing, Sales, Sales Closing Skills, Sales Management, Training/Teaching
LOCATION
Beaumont, TX
POSTED
29 days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As an Account Manager for Heather Montagne State Farm, you are not just servicing accounts — you are driving growth. This is a sales-focused role designed for someone who enjoys building relationships, identifying coverage gaps, and confidently recommending solutions that protect families and businesses.

You will grow the agency by developing meaningful customer relationships, proactively marketing insurance and financial service products, and turning everyday conversations into revenue opportunities.

If you are attentive, personable, competitive, and motivated by results, this is your opportunity to build a long-term career with strong earning potential.

RESPONSIBILITIES:
  • Build and maintain strong customer relationships to drive retention and referrals
  • Conduct policy reviews and uncover cross-sell opportunities
  • Identify customer needs and confidently recommend coverage solutions
  • Generate new business through outbound calls, follow-ups, and warm leads
  • Close sales and meet or exceed monthly production goals
  • Resolve complex customer concerns with professionalism and urgency
QUALIFICATIONS:
  • Insurance sales or account management experience preferred
  • Proven track record of meeting or exceeding sales goals
  • Strong communication and closing skills
  • Comfortable initiating sales conversations
  • Self-motivated with a growth mindset

About the Company

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Heather Montagne - State Farm Agent