Account Manager

State Farm Agent; Bethany (OK); On-site; USD 36,000 - 52,000; Full time

Job summary

State Farm in Bethany, OK is seeking an Account Manager for a full-time, on-site role. You will build and maintain customer relationships, respond to inquiries, and guide clients on insurance and financial products that meet their needs.

Daily tasks include handling policy changes, processing renewals, preparing quotes, managing follow-ups, and maintaining accurate records. You will engage in calls, assist with claims questions, and support local marketing to deliver a professional customer

Qualifications

• Strong customer service and relationship-building abilities.
• Sales and consultative skills to analyze needs and present solutions.
• Clear verbal and written communication with professional phone etiquette.
• Organizational skills including attention to detail and time management.
• Willingness to obtain required insurance licenses.
• Experience in insurance, financial services or retail banking is a plus.

Responsibilities

• Build and maintain customer relationships and respond to inquiries.
• Provide guidance on insurance and financial products to meet customer needs.
• Handle policy changes and process renewals; prepare quotes.
• Manage follow-ups and maintain accurate customer records.
• Assist with claims-related questions and opportunities to offer coverage.
• Support office operations and contribute to local marketing efforts to deliver a professional customer experience.

Skills

Customer service

Sales & consultative skills

Communication skills

Organizational skills

Licensing readiness

Education

High school diploma or equivalent

Tools

CRM systems

Microsoft Office

Job description

Company Description

State Farm® is a nationally recognized insurance and financial services company whose mission is to help people manage everyday risks, recover from the unexpected, and realize their dreams. For more than 90 years, State Farm agents have built and maintained long-term relationships with customers and communities across the United States. Over 19,000 agents with diverse backgrounds and experiences serve individuals, families, and businesses with a wide range of insurance and financial products. Joining a State Farm agent’s team offers the opportunity to contribute to a respected brand known for reliability and a “like a good neighbor” approach to service.

Role Description

The Account Manager role is a full-time, on-site position based in Bethany, OK, supporting a State Farm agent’s office. This role is responsible for building and maintaining customer relationships, responding to inquiries, and providing guidance on insurance and financial service products that meet customers’ needs. Daily tasks include handling policy changes, processing renewals, preparing quotes, managing follow-ups, and maintaining accurate customer records. The Account Manager will engage in outbound and inbound communications, assist with claims-related questions, and proactively identify opportunities to offer appropriate coverage and services. This position also supports office operations, contributes to local marketing efforts, and helps deliver a positive, professional customer experience.

Qualifications

• Candidates should possess strong customer service and relationship-building skills, including active listening, empathy, and a client-focused mindset.
• Candidates should possess sales and consultative skills, such as needs analysis, product explanation, and the ability to confidently present insurance and financial solutions.
• Candidates should possess communication skills, including clear verbal and written communication, professional phone etiquette, and the ability to explain complex information in simple terms.
• Candidates should possess organizational and administrative skills, including attention to detail, time management, and proficiency with office software and customer databases.
• Relevant qualifications include a high school diploma or equivalent (associate’s or bachelor’s degree preferred), willingness to obtain required insurance licenses, and comfort working in a fast-paced, goal-oriented environment.
• Additional beneficial qualifications include prior experience in insurance, financial services, or retail banking, familiarity with local Bethany, OK community needs, and a commitment to ethical, inclusive, and respectful workplace practices.