Account Manager - State Farm Agent Team Member

This position focuses on providing exceptional customer service, retaining existing policyholders, managing complex insurance servicing needs, and identifying opportunities to expand customer relationships through additional insurance products. Suarez State Farm Agency is seeking an experienced, bilingual insurance professional to join our team as a Senior Account Manager – Customer Care & Retention.

Benefits:

• Bonus based on performance
• Competitive salary
• Paid time off
• Health insurance
• Training & development
• Relocation bonus

Position Overview


Vivian M. Suarez State Farm Agency is seeking an experienced, bilingual insurance professional to join our team as a  Senior Account Manager – Customer Care & Retention.


This position focuses on providing exceptional customer service, retaining existing policyholders, managing complex insurance servicing needs, and identifying opportunities to expand customer relationships through additional insurance products.


We are seeking someone who can independently manage customer concerns, proactively prevent cancellations, and take ownership of customer relationships.


This is primarily a customer care and retention position, not a new-business sales role.


Key Responsibilities

•  Manage incoming customer calls, emails, and service requests. 
•  Proactively address premium increases, renewals, and potential cancellations. 
•  Implement retention strategies to protect and grow our existing book of business. 
•  Independently handle endorsements, rewrites, reinstatements, billing issues, and underwriting requests. 
•  Manage Citizens policies, including Clearinghouse submissions, documentation, and underwriting follow-ups. 
•  Conduct insurance reviews to identify coverage gaps and multiline opportunities. 
•  Cross-sell Auto, Home, Life, Health, and other insurance products as licensing permits. 
•  Maintain accurate documentation and follow-up within State Farm systems. 
•  Resolve escalated customer concerns professionally and efficiently. 
•  Collaborate with the agency team to ensure outstanding customer service. 

Qualifications

Required:
 Active Florida 2-20 Property & Casualty license. 

•  Fluent English and Spanish. 
•  Minimum 3 years of insurance agency customer service experience. 
•  Demonstrated experience handling policy changes, billing, renewals, cancellations, and customer retention. 
•  Full-time, in-office availability in West Palm Beach. 

Strongly preferred:

•  Previous State Farm agency experience. 
•  Florida 2-15 Life & Health license. 
•  Citizens Property Insurance and Clearinghouse experience. 
•  Experience with multiline account reviews and cross-selling.

Compensation & Benefits

•  $55,000–$70,000 annual salary. 
•  Performance-based bonuses. 
•  Paid time off. 
•  Training and professional development. 
•  Opportunities for advancement.