Account Manager - State Farm Agent Team Member

Elena Pleshakov - State Farm Agent; Oregon City (OR); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Dental insurance

Health insurance

Paid time off

Job summary

State Farm Insurance Agency is seeking a motivated Bilingual Insurance Account Manager to join our team. The ideal candidate will manage existing customer relationships, deliver exceptional service, and assist with insurance needs in English and Russian and/or Ukrainian.

A Property & Casualty license is required or candidate must be willing to obtain one. This full-time role is based in the agency office environment.

Qualifications

• Fluent in English and Russian or Ukrainian (required).
• Strong customer service and interpersonal skills.
• Ability to manage multiple requests and priorities.
• Willingness to obtain Property & Casualty license if not already held.

Responsibilities

• Serve as primary contact for existing customers.
• Provide professional service in English, Russian, and/or Ukrainian.
• Build and maintain long-term customer relationships.
• Explain coverage options and educate customers about deductibles and discounts.
• Process policy changes and assist with billing questions.
• Coordinate with underwriting and service departments.
• Identify cross-selling opportunities and meet sales goals.

Skills

Fluent English

Multilingual communication

Customer service

Time management

Problem solving

Education

Property & Casualty license (or willingness to obtain)

Tools

CRM systems

ECRM

Job description

Benefits

• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

Bilingual Insurance Account Manager

State Farm Insurance Agency

Position: Bilingual Insurance Account Manager

Employment Type: Full-Time

Location: Agency Office

Reports To: Agency Owner / Office Manager

Language Requirement: Fluent English and Russian and/or Ukrainian

Licensing: Property & Casualty License Required or Willingness to Obtain

Position Overview

We are seeking a motivated, highly organized, and customer-focused Bilingual Insurance Account Manager to join our growing State Farm Insurance Agency.

The ideal candidate is fluent in English and at least one of the following languages: Russian or Ukrainian. Fluency in all three languages is a plus.

The Account Manager will be responsible for managing existing customer relationships, providing exceptional customer service, assisting with insurance needs, maintaining customer retention, and identifying opportunities to better protect customers through additional insurance products.

This position is ideal for someone who enjoys building relationships, solving problems, taking ownership of customer requests, and working in a fast-paced, team-oriented environment.

Our agency values professionalism, accountability, proactive communication, and long-term customer relationships.

Key Responsibilities

1. Customer Relationship Management

• Serve as a primary point of contact for existing customers.
• Provide professional and friendly customer service in English, Russian, and/or Ukrainian.
• Build and maintain long-term relationships with customers.
• Respond promptly to customer inquiries through phone calls, emails, and text messages.
• Proactively follow up with customers regarding pending requests.
• Schedule and conduct insurance policy reviews.
• Educate customers about their insurance coverage, deductibles, discounts, and available options.
• Ensure customers receive clear, accurate, and timely information.

2. Insurance Policy Servicing

• Assist customers with auto, homeowners, renters, rental dwelling, umbrella, life, and other insurance products as appropriately licensed.
• Process and follow up on policy changes, including vehicle replacements, driver changes, address updates, and coverage adjustments.
• Assist customers with billing questions, payment concerns, and cancellation requests.
• Monitor pending policy transactions and follow through until completed.
• Coordinate with underwriting and State Farm service departments regarding outstanding requests.
• Review policy renewals and identify accounts requiring attention.
• Maintain accurate customer records and documentation in ECRM.
• Follow all State Farm procedures and applicable insurance regulations.

3. Customer Retention & Proactive Outreach

• Identify customers at risk of cancellation or nonrenewal.
• Contact customers regarding premium increases, billing concerns, and policy changes.
• Proactively offer insurance reviews to ensure customers have appropriate coverage.
• Follow up on unresolved service concerns and customer complaints.
• Assist customers in exploring available discounts and coverage options.
• Maintain strong customer relationships to improve retention and satisfaction.
• Participate in customer retention campaigns and outreach initiatives.

4. Sales & Account Development

• Identify opportunities to provide additional insurance protection to existing customers.
• Recommend appropriate insurance products based on customer needs.
• Generate cross-selling opportunities for auto, home, renters, life, umbrella, and other available insurance products.
• Prepare quotes and explain coverage options.
• Follow up on pending quotes and applications.
• Conduct account reviews to identify potential coverage gaps.
• Meet established monthly sales and account development goals.
• Work collaboratively with the sales team to support agency growth.

Required Qualifications

• Fluent English and Russian OR Ukrainian (required).
• Ability to communicate professionally with customers in both languages.
• Excellent customer service and interpersonal skills.
• Strong organizational and time-management abilities.
• Excellent attention to detail and problem-solving skills.
• Ability to manage multiple customer requests and priorities.
• Strong verbal and written communication skills.
• Comfortable using computers, email, and CRM systems.
• Dependable, accountable, and self-motivated.
• Ability to work independently and collaboratively.
• Active Property & Casualty insurance license or willingness to obtain one before performing licensed duties.

Preferred Qualifications

• Fluency in English, Russian, and Ukrainian.
• Previous insurance industry experience.
• Experience working in a State Farm agency.
• Active Property & Casualty and Life & Health insurance licenses.
• Previous customer service, account management, or sales experience.
• Familiarity with ECRM and insurance processing systems.
• Experience with customer retention and cross-selling.

Ideal Candidate

Our ideal Account Manager is someone who:

• Enjoys helping people and building meaningful relationships.
• Takes ownership of customer requests from beginning to end.
• Communicates proactively rather than waiting for customers to follow up.
• Is comfortable discussing insurance products and identifying customer needs.
• Works efficiently while maintaining accuracy.
• Is detail-oriented and follows through on commitments.
• Is comfortable speaking with customers in English and Russian or Ukrainian.
• Is motivated by both customer satisfaction and agency growth.
• Takes initiative and works well without constant supervision.
• Values teamwork, accountability, and professionalism.

Our team values

• Accountability: Taking responsibility for our work and following through on commitments.
• Communication: Keeping customers informed and responding promptly.
• Teamwork: Supporting one another to achieve agency goals.
• Professionalism: Treating every customer with respect and care.
• Growth: Continuously improving our skills, knowledge, and performance.

Our Standard

Every customer deserves timely communication, knowledgeable guidance, and a team member who takes ownership of their needs.