Account Manager - State Farm Agent Team Member

The Account Manager is responsible for providing exceptional service to existing clients while identifying opportunities to grow and strengthen client relationships. This role combines day-to-day account servicing with proactive sales, cross-selling, and retention efforts.

Benefits:

• License Reimbursement
• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Position Summary:
The  Account Manager is responsible for providing exceptional service to existing clients while identifying opportunities to grow and strengthen client relationships. This role combines day-to-day account servicing with proactive sales, cross-selling, and retention efforts.


Key Responsibilities:

• Assist clients with policy questions, changes, billing, and general service needs.
• Build and maintain strong relationships with existing clients.
• Conduct policy reviews and identify coverage gaps and additional needs.
• Cross-sell appropriate insurance and financial products.
• Generate quotes and follow up on sales opportunities.
• Conduct outbound calls and texts to clients and assigned leads.
• Support client retention and proactively address client concerns.
• Work assigned campaigns and follow established follow-up expectations.
• Accurately document client interactions and opportunities.
• Meet established service, retention, activity, and sales goals.
• Collaborate with the team to support overall agency growth.

Qualifications:

• Strong customer service and sales skills.
• Excellent communication and relationship-building abilities.
• Organized, dependable, and results-driven.
• Ability to thrive in a fast-paced, goal-oriented environment.
• Insurance experience preferred.
• Required insurance licensing must be obtained and maintained.

Compensation:
$55K–$65K base salary + commissions/bonus
$75K–$120K total earning potential based on individual performance and applicable compensation plans.