Future Opening: Account Manager - State Farm Agent Team Member

State Farm Agent; San Jose (CA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Paid time off

Job summary

State Farm Agent in San Jose is looking for a dedicated professional to establish strong customer relationships and provide prompt, accurate, and friendly customer service. Responsibilities include educating clients about their insurance options and working collaboratively to achieve marketing goals.

This role offers a competitive salary ranging from $55,000 to $70,000 per year, requiring interpersonal and organizational skills, as well as the ability to multi-task and conduct effective customer interviews.

Qualifications

• Interest in marketing products based on customer needs.
• Ability to assess customer needs and conduct effective interviews.
• Capability to explain complex financial issues in understandable terms.

Responsibilities

• Establish and maintain customer relationships.
• Provide accurate and friendly customer service.
• Educate customers about insurance options.
• Work with the agent to meet marketing goals.
• Develop leads and schedule appointments.
• Provide timely activity reports to the agent.

Skills

Excellent interpersonal skills

Excellent communication skills

Organizational skills

Self-motivated

Detail oriented

Proactive in problem solving

Ability to multi-task

Ability to make presentations

Education

Property and Casualty license

Life and Health license

Job description

Benefits

• 401(k)
• 401(k) matching
• Paid time off

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Requirements

• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Experience in a variety of computer applications, particularly Windows
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Provide timely and thorough activity reports to agent
• Ability to assess customer needs and conduct effective interviews
• Ability to effectively relate to a customer
• Ability to explain complex financial issues in understandable terms
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Courses on ethical and customer centered sales practices will be required
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
• Must be available to work the following schedule: Mon-Fri 8:30-5

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Compensation: $55,000.00 - $70,000.00 per year