Account Manager - State Farm Agent Team Member

Erik Simonis - State Farm Agent; Las Vegas (NV); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Job summary

Erik Simonis - State Farm Agent in Las Vegas seeks a motivated Account Manager to service a portfolio of client accounts and drive growth in insurance and financial products.

You will educate clients on auto, home, life, and health coverage, manage renewals, and collaborate with the team to meet sales goals. Strong interpersonal skills and CRM proficiency are essential.

Qualifications

• High school diploma or equivalent; bachelor’s degree in business/finance preferred.
• Experience in account management, customer service, or sales.
• License requirements: Property & Casualty and Life & Health licenses

Responsibilities

• Engage with potential customers to identify insurance and financial needs.
• Provide prompt, accurate, friendly service including inquiries on coverage, policy changes, transfers, billing.
• Build and maintain relationships to tailor insurance solutions.
• Manage client accounts, renewals, endorsements, and changes with accuracy.
• Educate clients on auto, home, life, and health products; meet sales goals.
• Recommend and sell policies to cold and warm leads.
• Conduct regular account reviews and offer coverage adjustments as needed.
• Collaborate with team to drive retention and growth.
• Maintain records in the agency management system.
• Participate in community events to promote the agency.

Skills

Account management

Customer service

Sales

CRM software

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

We are seeking a motivated and dynamic Sales Team Member to join our agency. This role is essential in helping our customers protect their assets and achieve their financial goals. If you are a people-oriented individual with a passion for sales and a desire to make a difference, we want to hear from you!

As an Account Manager, you will be responsible for managing and servicing a portfolio of customer accounts. You will work closely with the State Farm Agent and the team to ensure that our customers receive personalized attention and support for their insurance and financial needs. Your role will be pivotal in driving customer satisfaction, retention, and growth within the agency. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agent office departments. You improve the lives of 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 and grow our success in Las Vegas.

RESPONSIBILITIES:

• Engage with potential customers to identify their insurance and financial needs.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
• Client Relationship Management: Build and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
• Policy Administration: Manage client accounts, including policy renewals, endorsements, and changes, ensuring accuracy and compliance with company standards.
• Sales: Educate clients on various insurance products, including auto, home, life, and health coverage. Develop and implement marketing strategies to attract new clients and retain existing ones. Meet or exceed sales goals and performance metrics.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
• Account Review: Conduct regular account reviews with clients to assess their coverage and provide recommendations for adjustments as necessary.
• Team Collaboration: Work closely with the State Farm Agent and team members to develop strategies for client retention and growth.
• Administrative Duties: Maintain accurate records of client interactions, policy details, and account activity in the agency's management system.
• Community Involvement: Participate in community events and initiatives to promote the agency and strengthen relationships within the local community.

QUALIFICATIONS:

• High school diploma or equivalent; bachelor’s degree in business, finance, or a related field preferred.
• Previous experience in account management, customer service, or sales, preferably in the insurance or financial services industry.
• Strong interpersonal and communication skills, with the ability to engage and build rapport with clients.
• Detail-oriented with excellent organizational skills and the ability to manage multiple tasks simultaneously.
• Proficient in Microsoft Office Suite and customer relationship management (CRM) software.
• Knowledge of insurance products and services is a plus.
• Required to obtain Property and Casualty License
• Required to obtain Life and Health License
• Preferred Bilingual Spanish

BENEFITS:

• Paid time off (holidays and personal/sick days)
• Hourly plus commission/bonusYearly Bonus
• Growth potential/opportunities for advancement within my agency and State Farm
• Competitive Team and Agency
• Learn how to be a State Farm Agent

Why Join Us?

• Work for a reputable and trusted brand in the insurance industry.
• Opportunity for professional development and career advancement.
• Collaborative and supportive team culture.
• Competitive salary