Account Manager - State Farm Agent Team Member

Calldavidwong; Mill Valley (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Job summary

David Wong - State Farm Agent in Mill Valley, CA is seeking an Account Manager who will nurture customer relationships, grow the agency, and serve as the liaison between customers and office departments.

Responsibilities include policy reviews, resolving complex issues, and using knowledge of insurance products to recommend and sell policies to both new and existing clients. This on-site role offers opportunities for advancement and performance-based bonuses.

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 knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

Skills

Insurance sales

Account management

Sales targets

Leadership

Interpersonal skills

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Bonus based on performance

ROLE DESCRIPTION:

As Account Manager for David Wong - 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.