Account Manager - State Farm Agent Team Member

Trevor Lam - State Farm Agent; San Rafael (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Trevor Lam - State Farm Agent in California seeks an Account Manager - Team Member to strengthen customer relations and coordinate with internal teams to tailor insurance solutions. You will promote products, review policies, and drive client satisfaction.

The role emphasizes sales aptitude, strong communication, and proactive problem-solving. Growth opportunities and training are offered within a local California team.

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

Skills

Relationship building

Interpersonal skills

Sales conversations

Meeting sales targets

Job description

Benefits:

• License reimbursement


• 401(k)


• Bonus based on performance


• Competitive salary


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development

ROLE DESCRIPTION:

As Account Manager - State Farm Agent Team Member for Trevor Lam - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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.