Account Manager - State Farm Agent Team Member

Andres Ordaz - State Farm Agent; Lincoln (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Andres Ordaz - State Farm Agent is seeking an Account Manager to support daily operations and customer success. The role focuses on growing the agency through meaningful customer relations and coordinating with agent office departments to meet client needs.

You will promote relevant insurance products, conduct policy reviews, and assist with resolving complex customer issues to ensure satisfaction and retention. Bilingual Spanish is preferred to serve a diverse client base.

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.
• Bilingual Spanish preferred.

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

Insurance sales

Account management

Customer relations

Policy reviews

Job description

Benefits

• Hiring bonus
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About our agency

I opened my agency in April 2017 and currently lead a team of seven. Before becoming an agent, I spent 10 years as a State Farm team member, giving me firsthand experience with the business and an appreciation for the importance of building a strong team. Outside of work, I’m married with two kids who stay busy with football, basketball, and rugby. I enjoy staying active myself through endurance riding, mountain biking, cross country, and boating. Being involved in our community is important to me. I serve as an assistant coach, stay active with local youth sports, and am involved with the Rotary Club. Supporting local families and giving back are values that carry into how we operate our agency. Our agency offers health benefits, a 401(k), life insurance, a hiring bonus, and plenty of flexibility to support work-life balance. I believe in taking care of my team and creating an environment where people feel valued while also having the opportunity to perform, grow, and earn. Our culture is family-oriented, supportive, and driven. Our motto is “Stop living on a prayer” - we believe success comes from setting goals, putting in the work, and taking ownership of your results. I’m looking for someone who is driven, coachable, motivated to make money, and committed to taking great care of our customers. If you value a great work environment and want your hard work to translate into success, we’d love to meet you.

Role description

As an Account Manager for Andres Ordaz - State Farm Agent, you are vital to our daily business operations and customers’ success. 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.

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.
• Bilingual Spanish preferred.