Client Relationship Manager - Insurance & Financial Services

Andrew Peschong - State Farm Agent; Des Moines (IA); On-site; USD 40,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training development

Job summary

Andrew Peschong – State Farm Agent is seeking an Account Manager to grow the agency through strong customer relationships and proactive product recommendations. You will act as a liaison between customers and agency departments, driving retention and growth.

This role offers opportunities in insurance offerings (auto, home, life) and financial services, with a path to advancement. The team is based in Clive, IA and emphasizes community help and customer-centric service.

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

Insurance sales

Account management

Leadership

Interpersonal skills

Sales targets

Sales conversations

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Andrew Peschong - 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.