Account Manager - State Farm Agent Team Member

Ngocphunginsurance; Santa Ana (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Hiring bonus

Health insurance

Advancement opportunities

Paid time off

Training & development

Performance bonus

Competitive salary

Flexible schedule

Job summary

Ngoc Phung - State Farm Agent in Santa Ana, CA seeks an Account Manager to grow customer relationships and handle policy discussions in a full-time role.

The position emphasizes service, sales, and teamwork within a supportive agency, with benefits including advancement opportunities.

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.
• Bilingual Vietnamese preferred.

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

Skills

Insurance sales

Account management

Leadership

Communication

Sales targets

Sales conversations

Vietnamese language

Job description

Account Manager - State Farm Agent Team Member

Full Time in Santa Ana - CA

Benefits

• Hiring bonus
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY

I opened my agency in 2016 and currently lead a team of four. My State Farm journey began in college when I worked part-time as a team member before building my career as a personal banker and eventually returning to open my own agency. Outside of work, I'm a parent of two young children and enjoy animals, plants, being outdoors, and relaxing with my family.

Our agency offers health benefits, a Simple IRA, paid holidays, vacation time, and a strong commitment to work-life balance. We want our team members to have the opportunity to grow professionally, maximize their earning potential, and enjoy a rewarding long-term career.

Our culture is straightforward, respectful, and drama-free. We get along well, work together to provide great service, and stay focused on achieving our goals. I'm looking for someone who is sincere, patient, considerate, and team-oriented, with the motivation to help our agency grow while reaching their own professional and financial goals.

ROLE DESCRIPTION

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

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.
• Bilingual Vietnamese preferred.

Compensation $70,000.00 - $95,000.00 per year

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