Account Manager - State Farm Agent Team Member

Brandon Yim - State Farm Agent; Burlingame (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Brandon Yim - State Farm Agent in Burlingame seeks an Account Manager to grow the agency through strong customer relationships and proactive insurance guidance. You will act as a liaison between customers and agency departments, using product knowledge to recommend and explain policies.

The role values initiative, reliability, and a client-focused mindset. A supportive, family-oriented team culture and opportunities for advancement are offered along with PTO, health benefits, and a hiring bonus.

Qualifications

• Experience in insurance sales or account management preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.

Responsibilities

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

Skills

Sales skills

Customer relationship management

Leadership

Interpersonal skills

Sales targets achievement

Sales conversations

Job description

Benefits:

• Simple IRA
• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:

Our agency opened in 2020 and is a close-knit team of four focused on steady growth and strong customer relationships.

I'm a second-generation State Farm agent with a background in finance, bringing both industry knowledge and a business mindset into the agency.

I have one daughter with another on the way, and family is a big part of what drives how I lead and support my team.

For our team, we offer PTO, paid holidays, a Simple IRA, health benefits, a hiring bonus, and a strong focus on work-life balance.

Our office culture is laid-back and supportive, with a focus on giving team members ownership without micromanaging. We're looking for someone who is a self-starter, reliable, and eager to learn - someone who shows up on time, takes initiative, and is committed to improving every day while contributing to a positive team environment.

ROLE DESCRIPTION:

As Account Manager - State Farm Agent Team Member for Brandon Yim - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

QUALIFICATIONS:

• Experience in insurance sales or account management preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.