Insurance Account Growth & Retention Lead

Allison McDaniel; Simpsonville (SC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Profit sharing

Job summary

Allison Mcdaniel - State Farm Agent is seeking an Account Manager to support daily operations and contribute to customer success in Simpsonville, SC. The role focuses on building meaningful client relationships, identifying needs, and coordinating with agent office departments to market relevant products and services.

You will drive retention and growth by reviewing policies, addressing complex issues, and guiding customers through suitable insurance solutions, while maintaining a strong 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

Sales targets

Job description

Benefits:

• Competitive salary
• Paid time off
• Profit sharing

ROLE DESCRIPTION:
As Account Manager for Allison Mcdaniel - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agent office departments. You improve the lives of customers by proactively marketing relevant products and services.

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.