Account Manager - State Farm Agent Team Member

Jimedington; San Jose (CA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Paid time off

Job summary

Jimedington in San Jose, CA is seeking a motivated individual for a customer-focused role to join an independent contractor agent's team. The position entails building customer relationships, educating clients on insurance options, and achieving marketing goals.

Candidates should possess excellent communication and organizational skills, be detail-oriented, and motivated to succeed. The role includes benefits like a 401(k) plan and paid time off, with a salary range of $55,000 to $70,000 annually.

Qualifications

• Interest in marketing products based on customer needs.
• Excellent verbal and written communication skills.
• Ability to work in a team environment.
• Experience with various computer applications, particularly Windows.
• Pride in accurate and timely work.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide prompt and friendly customer service.
• Educate customers on insurance options based on needs.
• Develop leads and schedule appointments.
• Achieve mutually agreed upon marketing goals.

Skills

Interpersonal skills

Communication skills

Organizational skills

Proactive problem solving

Customer service orientation

Multi-tasking ability

Education

Property and Casualty license

Life and Health license

Job description

Position Overview

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Qualifications

• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Experience in a variety of computer applications, particularly Windows
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Provide timely and thorough activity reports to agent
• Ability to assess customer needs and conduct effective interviews
• Ability to effectively relate to a customer
• Ability to explain complex financial issues in understandable terms
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Courses on ethical and customer centered sales practices will be required
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
• Must be available to work the following schedule: Mon-Fri 8:30-5

Benefits

• 401(k)
• 401(k) matching
• Paid time off

Compensation

Salary: $55,000.00 - $70,000.00 per year

Location

San Jose, CA

Products

• Home insurance
• Life insurance

Employment Status

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Mission

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.