Account Manager - State Farm Agent Team Member

Elena Pleshakov Insurance and Financial Services, Inc.; Oregon City (OR); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Job summary

State Farm Insurance Agency in Oregon City is seeking a motivated Bilingual Insurance Account Manager to join our team. The role emphasizes managing existing customer relationships, delivering exceptional service in English and Russian and/or Ukrainian, and assisting with a variety of insurance needs.

This position reports to the Agency Owner / Office Manager and requires licensing or willingness to obtain a Property & Casualty license.

Qualifications

• Fluent English and Russian OR Ukrainian required.
• Ability to communicate professionally with customers in multiple languages.
• Excellent customer service and interpersonal skills.
• Strong organizational and time-management abilities.
• Ability to work independently and collaboratively.

Responsibilities

• Serve as primary contact for existing customers and provide professional service in English, Russian, and/or Ukrainian.
• Assist with policy servicing, billing questions, and changes while maintaining accurate records.
• Educate customers on coverage, discounts, and options and conduct policy reviews.
• Maintain customer relationships to improve retention and satisfaction and support agency growth.

Skills

Fluent English

Russian language

Ukrainian language

Job description

Full Time in Oregon City

• Health insurance
• Paid time off

Bilingual Insurance Account Manager

State Farm Insurance Agency

Position Bilingual Insurance Account ManagerEmployment Type Full-TimeLocation Agency OfficeReports To Agency Owner / Office ManagerLanguage Requirement Fluent English and Russian and/or UkrainianLicensing 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.
• 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.
• 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.