Account Manager - State Farm Agent Team Member

$50,000 - $60,000/Yr

State Farm - Moraga, CA

Full-time - Entry Level

Moraga, CA

Insurance Carriers and Related Activities

About the position

The Insurance Account Manager at State Farm plays a vital role in providing exceptional customer service and product education to clients. This position is integral to the agency's growth, focusing on helping customers manage risks, recover from unexpected events, and achieve their dreams. The role requires a licensed insurance professional who thrives in a fast-paced environment and is committed to delivering a remarkable customer experience.

Responsibilities

• Meet with customers over the phone and in person to review their insurance coverages and identify gaps.
• Educate customers on products that may benefit them and fill coverage gaps.
• Provide attentive and professional service to existing and prospective customers primarily over the phone and email.
• Liaise with Underwriters, Service Team, and Claims Department to resolve policy or claim issues.
• Advocate on behalf of customers to ensure their needs are met.
• Grow and expand the role based on personal interests and career aspirations.

Requirements

• Insurance experience and licensing is required, minimally a P&C license; preference for candidates with a Life, Accident & Health license.
• Strong verbal and written communication skills with a proactive communication style.
• Self-motivated, organized, and productive with a high level of self-accountability.
• Strong attention to detail and accuracy in work.
• Computer proficiency with Windows-based systems and ability to learn new systems quickly.

Benefits

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