Account Manager - Insurance & Financial Services (Tulsa)

Daniel Parker - State Farm Insurance Agent; Tulsa (OK); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

401(k) matching

Paid time off

Bonus based on performance

Opportunity for advancement

Job summary

State Farm Agent Team Member position in Tulsa focuses on building and maintaining strong customer relationships, reviewing insurance needs, and guiding clients to appropriate coverage solutions. The role emphasizes proactive service, problem solving and growth within the agency.

With a focus on life, health and property insurance, this position seeks an experienced professional who can work independently while collaborating with a team to meet client needs and achieve production goals.

Qualifications

• 3–5+ years of insurance experience preferred.
• Current property and casualty license preferred.
• Life and health insurance licensing preferred.
• Experience in commercial insurance, complex personal lines, or agency operations valuable.
• Strong communication, relationship-building and problem-solving skills.
• Spanish–English bilingual skills are highly valued.

Responsibilities

• Develop and maintain strong customer relationships to support retention and growth.
• Conduct household and account reviews to identify changing needs and gaps.
• Explain coverage, options and tradeoffs in clear, practical language.
• Assist business owners with commercial insurance needs and reviews.
• Meet production and relationship development goals while remaining customer-focused.

Skills

Account management

Customer relationships

Communication

Problem solving

Goal oriented

Education

Property & Casualty license

Life & Health license

Job description

State Farm Agent Team Member position in Tulsa focuses on building and maintaining strong customer relationships, reviewing insurance needs, and guiding clients to appropriate coverage solutions. The role emphasizes proactive service, problem solving and growth within the agency.

With a focus on life, health and property insurance, this position seeks an experienced professional who can work independently while collaborating with a team to meet client needs and achieve production goals.