Account Manager - Customer Relationship Specialist

Mike Ramirez Insurance & Financial Services, Inc.; Washington (District of Columbia); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Sales commissions

Team environment

Training & development

Career growth

Award-winning agency

Job summary

Mike Ramirez Insurance & Financial Services, Inc. in Everett seeks an experienced insurance professional focused on customer service and relationships. You will manage policy changes, billing questions, and claims while delivering personalized service to build lasting client connections.

The role emphasizes proactive outreach, accurate record-keeping, and collaboration with internal teams to enhance retention and satisfaction, with opportunities to earn commissions on insurance sales.

Qualifications

• Prior insurance industry experience required.
• Active Washington State Property & Casualty license required.
• Excellent customer service and relationship-building skills.
• Strong communication, problem-solving, and organizational abilities.
• Experience handling insurance servicing, policy changes, and customer inquiries.
• Detail-oriented, dependable, and committed to following through on customer needs.
• Comfortable identifying coverage opportunities and discussing insurance solutions.
• Positive, team-oriented attitude with a genuine passion for helping people.
• Life & Health insurance license preferred.

Responsibilities

• Build and maintain strong customer relationships through friendly, knowledgeable, and personalized service.
• Assist customers with policy changes, billing questions, claims, coverage reviews, and other insurance needs.
• Proactively connect with customers to strengthen relationships, identify needs, and improve retention.
• Respond promptly to customer calls, emails, texts, and service requests, ensuring timely follow-through.
• Maintain accurate documentation of customer interactions and policy updates.
• Manage daily service activities and coordinate with State Farm support departments as needed.
• Identify opportunities to recommend additional insurance products and earn sales commissions.
• Work collaboratively with our team to provide an exceptional customer experience.

Skills

Customer service

Relationship-building

Communication

Problem-solving

Organization

Attention to detail

Job description

Job Description

Join Our Award-Winning State Farm Agency!

Our Everett office is an award-winning State Farm agency dedicated to providing exceptional customer service and building lasting relationships. We're looking for an experienced insurance professional who enjoys helping people, developing meaningful customer relationships, and delivering outstanding service. This is primarily a customer service and relationship-focused position, with opportunities to earn additional income through insurance sales commissions.

What You'll Do

• Build and maintain strong customer relationships through friendly, knowledgeable, and personalized service.
• Assist customers with policy changes, billing questions, claims, coverage reviews, and other insurance needs.
• Proactively connect with customers to strengthen relationships, identify needs, and improve retention.
• Respond promptly to customer calls, emails, texts, and service requests, ensuring timely follow-through.
• Maintain accurate documentation of customer interactions and policy updates.
• Manage daily service activities and coordinate with State Farm support departments as needed.
• Identify opportunities to recommend additional insurance products and earn sales commissions.
• Work collaboratively with our team to provide an exceptional customer experience.

What We're Looking For

• Prior insurance industry experience required.
• Active Washington State Property & Casualty license required.
• Excellent customer service and relationship-building skills.
• Strong communication, problem-solving, and organizational abilities.
• Experience handling insurance servicing, policy changes, and customer inquiries.
• Detail-oriented, dependable, and committed to following through on customer needs.
• Comfortable identifying coverage opportunities and discussing insurance solutions.
• Positive, team-oriented attitude with a genuine passion for helping people.
• Life & Health insurance license preferred.

What We Offer

• Competitive hourly compensation plus sales commission opportunities.
• Supportive, team-oriented work environment.
• Ongoing training and professional development.
• Career growth opportunities within our agency.
• The opportunity to be part of an established, award-winning agency that values its customers and employees.

Why Join Our Team?

We believe great insurance service is about more than policies and premiums. It's about building trust, understanding customer needs, and being there when it matters most.

If you're an experienced insurance professional who takes pride in exceptional service, enjoys building lasting relationships, and appreciates opportunities to earn additional income, we'd love to hear from you!