Growth-Focused Insurance Account Manager

Kristy Beal - State Farm Agent; Mill Valley (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Job summary

David Wong - State Farm Agent in Mill Valley, CA is seeking an Account Manager to support daily operations and customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agent office departments.

You will improve customer lives by proactively marketing relevant insurance products and services, develop and maintain relationships to drive retention, conduct policy reviews, and help resolve complex issues while meeting sales

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

Job description

David Wong - State Farm Agent in Mill Valley, CA is seeking an Account Manager to support daily operations and customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agent office departments.

You will improve customer lives by proactively marketing relevant insurance products and services, develop and maintain relationships to drive retention, conduct policy reviews, and help resolve complex issues while meeting sales