Account Manager - State Farm Agent Team Member Tulsa

State Farm; Tulsa (OK); Vor Ort; USD 60.000 - 85.000; Vollzeit

Benefits dieser Stelle

Health insurance

Vision insurance

401(k) matching

Paid time off

Bonus based on performance

Opportunity for advancement

Zusammenfassung

State Farm Agent Team Member position in Tulsa focuses on building and maintaining strong customer relationships, reviewing insurance needs, and guiding clients to appropriate coverage solutions. The role emphasizes proactive service, problem solving and growth within the agency.

With a focus on life, health and property insurance, this position seeks an experienced professional who can work independently while collaborating with a team to meet client needs and achieve production goals.

Qualifikationen

• 3–5+ years of insurance experience preferred.
• Current property and casualty license preferred.
• Life and health insurance licensing preferred.
• Experience in commercial insurance, complex personal lines, or agency operations valuable.
• Strong communication, relationship-building and problem-solving skills.
• Spanish–English bilingual skills are highly valued.

Aufgaben

• Develop and maintain strong customer relationships to support retention and growth.
• Conduct household and account reviews to identify changing needs and gaps.
• Explain coverage, options and tradeoffs in clear, practical language.
• Assist business owners with commercial insurance needs and reviews.
• Meet production and relationship development goals while remaining customer-focused.

Kenntnisse

Account management

Customer relationships

Communication

Problem solving

Goal oriented

Ausbildung

Property & Casualty license

Life & Health license

Jobbeschreibung

Full Time in Tulsa

Replies within 24 hours

• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• 401(k) matching
• Vision insurance

ABOUT OUR AGENCY

Founded in 2012, Daniel Parker State Farm is a Tulsa-based agency serving individuals, families and business owners throughout Oklahoma.

Our team brings together more than 165 years of experience across insurance and financial services, with professional backgrounds that include commercial insurance, banking, residential lending, customer service and financial services.

Our work goes beyond routine policy transactions. We work with established households, professionals and business owners whose needs can become more involved as their families, assets and businesses grow. Our team handles household insurance reviews, commercial insurance, life and retirement planning, ongoing account service and more complicated customer situations. For an experienced insurance professional, that creates opportunities to broaden your knowledge and work through more detailed customer needs.

Daniel has more than 25 years of insurance and financial-services experience, earned a B.S. in Biomedical Chemistry from Oral Roberts University and holds FINRA 6, 63 and 65 registrations. His agency is also a six‑time State Farm President’s Club recipient.

Our culture is professional, growth‑minded and supportive. We value technical knowledge, thoughtful customer conversations, accountability and consistent follow‑through. Experienced team members coach and support one another, and employees who demonstrate the ability and initiative to take on more are given opportunities to grow their responsibilities and careers.

Giving back is also important to our agency. We are actively involved with CarePortal, supporting foster children and families facing difficult circumstances in our community. Team members also enjoy health, dental and vision benefits, up to a 4% 401(k) match, paid time off, team outings, birthday lunches and a well‑equipped break room with a full kitchen, stocked drinks and gourmet coffee.

ROLE DESCRIPTION

As Account Manager - State Farm Agent Team Member for Daniel Parker - State Farm Agent, you play an important role in both our daily operations and the quality of the customer relationships we build. You work with existing and prospective customers, conduct thoughtful account reviews, identify changing insurance and financial needs and help work through more detailed customer situations. You use your experience to explain coverage clearly, identify appropriate solutions and follow through on the details. You will have the opportunity to use your judgment, take initiative and move customer conversations toward action when you identify an opportunity to improve their insurance or financial position.

This position is designed for an experienced insurance professional who wants to continue growing professionally rather than simply processing transactions. As a knowledgeable, accountable and relationship‑minded professional who enjoys solving problems and taking ownership of customer needs, you will have opportunities to broaden your insurance knowledge and take on greater responsibility within our agency.

RESPONSIBILITIES

• Develop and maintain strong customer relationships that support retention, referrals and agency growth.
• Conduct household and account reviews to identify changing insurance needs and potential coverage gaps.
• Explain insurance coverage, options and tradeoffs in clear, practical language.
• Work with households that may include multiple vehicles, properties, teenage drivers and greater liability exposure.
• Assist business owners with commercial insurance needs and account reviews.
• Identify opportunities for conversations involving life, retirement and broader financial needs.
• Research and help resolve more complicated customer situations while maintaining strong follow‑through.
• Coordinate with other experienced team members when customer needs require additional knowledge or perspective.
• Maintain accurate documentation and follow agency processes for account management and follow‑up.
• Meet individual production and relationship‑development goals while maintaining a customer‑focused approach.

QUALIFICATIONS

• 3–5+ years of insurance experience strongly preferred.
• Current property and casualty insurance license strongly preferred.
• Life and health insurance licensing preferred.
• Experience in commercial insurance, complex personal lines, insurance account management, underwriting, claims or agency operations is particularly valuable.
• Experience conducting insurance reviews and identifying changing customer needs.
• Confident making recommendations and helping customers move from questions to decisions.
• Takes initiative rather than waiting to be told what needs to happen next.
• Comfortable working through situations where the answer is not immediately obvious and using judgment to identify the next best step.
• Strong communication, relationship‑building and problem‑solving skills.
• Strong attention to detail with demonstrated follow‑through.
• Motivated by measurable goals and enjoys seeing individual effort contribute to agency growth.
• Comfortable discussing additional insurance and financial needs when appropriate.
• Proven ability to meet production or performance goals.
• Able to work independently while collaborating with an experienced team.
• Interested in continuing to build technical insurance knowledge and professional responsibility.
• Spanish‑English bilingual skills are highly valued; proficiency in additional languages is also a plus.

Compensation $60,000.00 - $85,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.