Account Manager - State Farm Agent Team Member

Lisa Pate - State Farm Agent

York, PA

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JOB DETAILS

SKILLS

Billing, Communication Skills, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Develop and Maintain Customers, Farm Management, Follow Through, Health Insurance, Insurance, Interpersonal Skills, Leadership, Licensing, Maintain Compliance, People Management, Problem Solving Skills, Regulatory Compliance, Regulatory Requirements, Sales, Sales Management, Sales Prospecting, Service Delivery, Team Player, Track Customer Issues, Training/Teaching

LOCATION

York, PA

POSTED

30+ days ago

Benefits:

401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development

Account Manager – Service Focused with In-Book Sales Opportunity
Lisa Pate State Farm
Full-Time | In-Office

Deliver Exceptional Service. Build Relationships. Support Smart Growth.

Lisa Pate State Farm is seeking a service-driven Account Manager who is passionate about helping customers, building long-term relationships, and delivering a high-quality customer experience. This role is ideal for someone who leads with empathy, communicates effectively, and can confidently identify opportunities to strengthen coverage through in-book sales when it benefits the customer.

If you enjoy supporting customers while contributing to agency growth, this is an excellent opportunity to build a long-term career in the insurance industry.

Licensing Requirement (Job Contingent)

This position is contingent upon obtaining required insurance licenses.

• Property & Casualty license must be obtained prior to your Day 1 start (full support provided)
• Life & Health license must be obtained within 90 days of your start date
• We provide guidance, resources, and support to help you successfully complete the licensing process

Role Overview

As an Account Manager, you will serve as a trusted point of contact for customers, supporting service needs, resolving issues, and ensuring policies remain accurate and effective. This role is primarily service-focused, with opportunities to contribute to growth through thoughtful, needs-based in-book sales conversations.

Success in this role is measured by customer satisfaction, retention, and contribution to agency growth.

Responsibilities

Develop and maintain strong customer relationships to support retention and long-term growth

Serve as a primary contact for customer service and policy-related needs

Conduct policy reviews to identify coverage gaps and help ensure customers are properly protected

Assist with policy changes, endorsements, billing questions, and account updates

Provide professional support in resolving complex customer concerns

Identify opportunities to strengthen coverage and pivot service conversations into in-book sales

Recommend insurance solutions using a needs-based, customer-first approach

Maintain accurate records of customer interactions and account activity

Collaborate with team members to deliver a seamless customer experience

Ensure compliance with agency standards and regulatory requirements

Qualifications

Strong customer service and relationship-building skills

Excellent communication and interpersonal abilities

Detail-oriented with strong organizational and multitasking skills

Problem-solving mindset with a focus on customer experience

Comfortable discussing coverage options and identifying sales opportunities when appropriate

Prior insurance, account management, or customer-facing experience preferred

Leadership mindset and strong follow-through

Ability to meet licensing requirements outlined above

What We Offer

Competitive base salary plus performance incentives

Full support through the licensing process

Ongoing training and professional development

Supportive, collaborative team environment

Long-term growth opportunities within the agency

Equal Opportunity Employer

Lisa Pate State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.

Ready to Build a Career Helping Customers?

If you enjoy building relationships, delivering exceptional service, and contributing to agency growth through thoughtful customer conversations, apply today to join Lisa Pate State Farm.

Account Manager - State Farm Agent Team Member

Lisa Pate - State Farm Agent

York, PA

About the Company

Lisa Pate - State Farm Agent

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