Account Manager - State Farm Agent Team Member

Teamhoogs; Moraga (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Job summary

Teamhoogs in Moraga is seeking an Insurance Account Manager focused on outbound sales to join their growing State Farm agency. The role combines customer service with proactive outreach, requiring a P&C license and strong communication skills. You'll help customers manage their risks and provide coverage recommendations.

Ideal candidates possess a reliable, organized, and ethical attitude with a passion for making a difference. The position offers a bonus based on performance, competitive salary, health insurance, and opportunities for advancement.

Qualifications

• Ethical, honest, and reliable with a positive attitude.
• Excitement to learn and grow in a fast-paced environment.
• Must live within a commutable distance from Moraga.

Responsibilities

• Make outbound calls to generate new business.
• Review customer needs and recommend coverage.
• Provide responsive service and support retention.
• Collaborate with internal teams to resolve issues.
• Drive sales results and follow up on opportunities.
• Expand role based on interests and career aspirations.

Skills

Strong communication skills

Self‑motivated and organized

Proactive outreach mindset

Attention to detail

Education

P&C insurance license

Life/Accident & Health license preferred

Tools

Windows-based systems

Job description

Come Join Our Team as an Insurance Account Manager (Outbound Sales-Focused)

Our successful and growing State Farm agency is looking for a licensed, experienced insurance professional to join our close‑knit team. In this role, you’ll combine customer service and general account management with active outbound outreach and consultative selling to help new and existing customers protect what matters most.

You’ll deliver the remarkable experience our customers rave about by pairing relationship‑building and proactive communication with coverage education, recommendations and advocacy. Our work helps people manage the risks of everyday life, recover from the unexpected and realize their dreams. What we do can have a profound impact on peoples’ lives, so we take great pride in doing it to the best of our ability and being the best advocates for our customers that we can be.

If you’re someone who also takes great pride in bringing your best, doing meaningful work that helps others, and who thrives in a fast‑paced and stimulating professional environment, this could be a great role for you!

Benefits

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

Key Responsibilities

• Make outbound calls and reach out to prospective customers (phone, email, text, and video as needed) to introduce State Farm products and generate new business
• Review customer needs and recommend coverage by meeting with customers over the phone, video and in person to identify gaps and explain features/benefits
• Provide warm, responsive service that supports retention and sales, including answering policy/payment questions and processing policy changes
• Collaborate with internal teams (e.g. in‑office teammates, as well as Underwriters, Service, and Claims) to resolve issues and advocate for customers
• Drive sales results and follow-up, supporting individual/team growth goals
• Opportunity to grow and expand the role in various directions (e.g. sales growth and leadership, office management or even opening your own agency), based on your interests, strengths and career aspirations

Key Qualifications

• Highly ethical, honest, reliable; positive can‑do attitude and excitement to learn and grow
• Strong communication skills and a proactive outreach mindset
• Self‑motivated, organized, and accountable with strong attention to detail
• Computer proficient with Windows-based systems
• Insurance licensing required:
  • P&C license required
  • Life/Accident & Health license preferred
  • Training/licensing support may be available for the right candidate in an Account Associate role.
• Must live within a reasonably commutable distance of our office in Moraga (full‑time, in‑office role).