Benefits:- Bonus based on performance
- Company parties
- Competitive salary
- Opportunity for advancement
- Signing bonus
- Training & development
- Wellness resources
- Profit sharing
ROLE DESCRIPTION:As an Account Manager for Colton Kantola State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:- Prospect, identify, and qualify new customers for property, casualty, life, and health insurance
- Conduct needs assessments to recommend appropriate coverage options and coverage limits
- Present policy options, explain benefits and terms, and guide customers through purchasing decisions
- Quote, negotiate, and close sales opportunities in accordance with company guidelines
- Service existing accounts by responding to client inquiries, changes in coverage, and billing questions
- Review account performance and retention metrics; implement strategies to improve renewals and reduce lapse risk
- Develop and maintain accurate client records in the CRM system, including notes, quotes, and policy activity
- Follow up on leads and ensure timely communication throughout the sales cycle
- Collaborate with underwriting and claims teams to support customer needs and resolve issues
- Maintain current knowledge of insurance products, carrier guidelines, and regulatory requirements
- Meet or exceed monthly and annual sales goals for each line of business (P&C, Life, and Health)
- Attend meetings, trainings, and community/industry events to support business development
- Ensure compliance with all licensing, privacy, and sales/marketing regulations
- Provide exceptional customer service to strengthen loyalty and referrals
QUALIFICATIONS:- Experience in insurance sales or account management preferred.
- Leadership and interpersonal skills.
- Proven track record of meeting sales targets.
- Willingness to engage in sales conversations.
Compensation- Base Salary
- Tiered Commission