Farmers Insurance Licensed Customer Account Manager

Donald Zerr-Farmers Insurance Agency; Fargo, Grand Forks (ND, ND); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Retirement Plan

Evenings Off

Career Growth Opportunities

Job summary

The Juris Agency in Fargo, ND is seeking a Licensed Account Manager who expertly maintains client relationships in the insurance field and manages a portfolio of existing accounts with a focus on service and growth. You will identify cross-selling and upselling opportunities within current client base and collaborate with underwriters and claims teams to ensure client satisfaction.

This role requires a valid Property & Casualty license, strong communication and organizational skills, and the

Qualifications

• Active and valid Property & Casualty insurance license required to start.
• Proven experience in insurance sales or account management.
• Excellent communication, interpersonal, and presentation skills.
• Strong customer service and problem-solving skills.
• Strong organizational and time-management skills.
• Ability to work independently and as part of a team.
• Farmers Insurance experience a plus but not required.

Responsibilities

• Develop and maintain strong, long-term relationships with clients.
• Proactively identify and address client needs and concerns.
• Conduct regular client reviews to ensure satisfaction and identify areas for improvement.
• Respond promptly and effectively to client inquiries and requests.
• Identify cross-selling and upselling opportunities within existing accounts (e.g., bundling home and auto insurance, adding life insurance).
• Develop and implement account growth strategies.
• Help agency achieve and exceed sales targets and quotas.
• Assist clients with policy changes, renewals, and claims.
• Ensure client policies are accurately documented and maintained in agency management systems.
• Stay informed about industry trends, regulatory changes, and new product offerings.
• Provide exceptional customer service at all times, demonstrating empathy and professionalism.
• Resolve client issues and complaints effectively and efficiently.
• Build and maintain strong relationships with internal teams (e.g., underwriters, claims adjusters).
• Maintain accurate client records and documentation.
• Prepare reports and presentations as needed.
• Participate in team meetings, industry events, and continuing education courses.

Skills

Communication skills

Client relationship management

Sales skills

Cross-selling

Time management

Team collaboration

Tools

CRM software

Policy management system

Job description

Job Description

We are seeking a highly motivated and results-oriented Licensed Account Manager to join our growing team. The ideal candidate will be a skilled communicator with a proven track record of success in building and maintaining strong client relationships within the insurance industry. In this role, you will be responsible for managing a portfolio of existing client accounts, providing exceptional customer service, and identifying opportunities for cross-selling and upselling insurance products. Selling to existing and new clients is expected.

Benefits

Paid Time Off (PTO)###Retirement Plan###Evenings Off###Career Growth Opportunities###

Responsibilities

Client Relationship Management:

Develop and maintain strong, long-term relationships with clients.

Proactively identify and address client needs and concerns.

Conduct regular client reviews to ensure satisfaction and identify areas for improvement.

Respond promptly and effectively to client inquiries and requests.

Sales & Account Growth:

Identify cross-selling and upselling opportunities within existing accounts (e.g., bundling home and auto insurance, adding life insurance).

Develop and implement account growth strategies.

Help agency achieve and exceed sales targets and quotas.

Policy Management:

Assist clients with policy changes, renewals, and claims.

Ensure client policies are accurately documented and maintained in agency management systems.

Stay informed about industry trends, regulatory changes, and new product offerings.

Customer Service:

Provide exceptional customer service at all times, demonstrating empathy and professionalism.

Resolve client issues and complaints effectively and efficiently.

Build and maintain strong relationships with internal teams (e.g., underwriters, claims adjusters).

Administrative Duties:

Maintain accurate client records and documentation.

Prepare reports and presentations as needed.

Participate in team meetings, industry events, and continuing education courses.

Requirements

Active and valid Property & Casualty insurance license Required to start.

Proven experience in insurance sales or account management

Excellent communication, interpersonal, and presentation skills

Strong customer service and problem-solving skills

Strong organizational and time-management skills

Ability to work independently and as part of a team

Farmers Insurance experience a plus but not required