Insurance Account Lead: Growth, Retention & Sales

Nicholas Haynes - State Farm Agent; Glendale Heights (IL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Competitive salary

Job summary

Nicholas Haynes - State Farm Agent is seeking an Account Manager to drive daily operations and customer success by growing the agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.

You will proactively market relevant products and services to improve clients' lives while building relationships with both cold and warm leads. The role emphasizes attentive service and sales-minded collaboration.

Qualifications

• Licensed or willing to complete insurance licensing (P&C, Life and Health) within a defined period.
• Proven track record of meeting sales targets.
• Experience in insurance sales or account management helps.
• Strong leadership and interpersonal skills are essential.

Responsibilities

• Develop and maintain client relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to clients.
• Oversee the resolution of complex customer issues.
• Use knowledge of insurance products to recommend and sell policies to leads.

Skills

Sales experience

Account management

Relationship building

Interpersonal skills

Sales targets

Willingness to engage in sales

Education

P&C license (Life and Health)

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Bonus based on performance
• Competitive salary

ROLE DESCRIPTION:
As an Account Manager you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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 client relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to clients.
• 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:

• Existing insurance license (P&C) (Life and Health) preferred.
• Non licensed requires completion of licensing program (45-60 days), also reimbursable.
• Experience in insurance sales or account management preferred.
• Strong leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.