Insurance Account Manager

Jesse Leal - State Farm Agency; Albuquerque (NM); On-site; USD 42,000 - 65,000; Full time

Job summary

Leal Insurance & Financial Services, Inc. in Albuquerque, NM seeks an Insurance Account Manager to support client accounts and agency operations. This full-time role focuses on delivering excellent service and maintaining organized daily workflows while growing insurance knowledge and professional skills.

You will collaborate with the service team, handle billing inquiries, and assist with policy changes, certificates, and underwriting tasks. Licensing may be pursued as you advance.

Qualifications

• Strong organizational skills and ability to manage multiple priorities.
• Dependable with excellent follow-through and attention to detail.
• Proficient in verbal and written communication, comfortable using phone, email, and video.
• Ability to learn new technologies and work within structured task and documentation systems.
• Willingness to learn about insurance products and agency workflows.
• Ability to prioritize urgent needs while keeping routine operations on track.
• Interest in ongoing professional development and taking on new responsibilities.

Responsibilities

• Review incoming service requests and organize daily workflow to ensure timely client support.
• Assist clients with billing inquiries and payment-related requests, providing accurate information.
• Coordinate and follow up on business insurance service requests and related documentation.
• Support processing of certificates, policy changes, vehicle and driver updates, and underwriting requests.
• Facilitate claims-related customer communications and ensure prompt follow-up.
• Maintain accurate records and professional documentation in Salesforce and other systems.
• Assist with appointment scheduling and follow-ups for the agency owner, ensuring a robust pipeline.
• Prepare and review customer profiles ahead of scheduled insurance and financial discussions.
• Contact clients to schedule, confirm, and reschedule appointments as needed.
• Identify and follow up on outstanding insurance needs, including auto, fire, and life policies.
• Engage in agency marketing, social media, and community outreach after priority tasks are completed.

Skills

Organizational skills

Dependable

Verbal and written communication

Technology adaptability

Licensing readiness

Bilingual English/Spanish (preferred)

Tools

Salesforce

Job description

Are you seeking a dynamic career in the insurance industry where your organizational and customer support skills can shine? Leal Insurance & Financial Services, Inc. is searching for an Insurance Account Manager to join our dedicated team in Albuquerque, New Mexico. This full-time opportunity is ideal for individuals who enjoy supporting both clients and agency operations in a fast-paced environment while building a foundation for long-term career growth in insurance services.

As an Insurance Account Manager, you will play a pivotal role in ensuring seamless agency operations and delivering exceptional customer service. Your responsibilities will blend account management and operational support, making you an integral part of the agency’s commitment to outstanding client experiences and efficient daily workflow. This position offers the chance to develop your insurance expertise, work closely with experienced professionals, and gain exposure to a broad portfolio of insurance products and agency procedures.

Located in Albuquerque, you will enjoy working in a city known for its vibrant culture and supportive business community. The Insurance Account Manager position is designed for individuals who thrive in an organized setting, enjoy multitasking, and are eager to learn more about the insurance industry. This is more than just a transactional role; it involves anticipating client needs, supporting business operations, and actively contributing to the success of the agency.

In this full-time role, you will coordinate closely with the service team to manage client accounts, organize daily tasks, and assist with a variety of operational processes. By joining Leal Insurance & Financial Services, Inc., you'll have the opportunity to grow within the agency, taking on increasing responsibility and advancing your career in insurance account management.

Insurance Account Manager - Summary

• Full-time position focused on insurance account management and operational support
• Based in Albuquerque, NM, with opportunities to contribute to a thriving agency
• Ideal for individuals interested in building a career in insurance and customer service

Duties & Responsibilities

• Review incoming service requests and help organize daily workflow to ensure timely client support
• Assist clients with billing inquiries and payment-related requests, providing accurate information and support
• Coordinate and follow up on business insurance service requests and related documentation
• Support processing of certificates, policy changes, vehicle and driver updates, and underwriting requests
• Facilitate claims-related customer communications and ensure prompt follow-up
• Maintain accurate records and professional documentation in Salesforce and other systems
• Assist with appointment scheduling and follow-ups for the agency owner, ensuring a robust pipeline
• Prepare and review customer profiles ahead of scheduled insurance and financial discussions
• Contact clients to schedule, confirm, and reschedule appointments as needed
• Identify and follow up on outstanding insurance needs, including auto, fire, and life policies
• Engage in agency marketing, social media, and community outreach after priority tasks are completed

Salary & Benefits

• Competitive base salary with performance-based bonuses
• Starting compensation is commensurate with experience, qualifications, and licensing
• Opportunities for professional growth, increased responsibility, and earning potential as you develop within the agency

Qualifications & Requirements

• Strong organizational skills with the ability to manage multiple priorities
• Dependable, with excellent follow-through and attention to detail
• Proficient in verbal and written communication, comfortable using phone, email, and video
• Ability to learn new technologies and work within structured task and documentation systems
• Willingness to learn about insurance products and agency workflows
• Ability to prioritize urgent needs while keeping routine operations on track
• Interest in ongoing professional development and taking on new responsibilities

Ideal Candidate Snapshot

• Bilingual English/Spanish is preferred but not required
• Previous experience in insurance, financial services, customer service, or professional office settings is helpful
• Existing insurance licensing is a plus, but not required—appropriate licensing must be obtained as the role develops
• Demonstrated ability to stay organized, anticipate needs, and work independently as well as collaboratively
• Passion for delivering excellent client service and contributing to team success

Other Relevant Information

Leal Insurance & Financial Services, Inc. is committed to a client-focused approach, ensuring every client receives attentive follow-up and proactive service

The agency values team members who take ownership of outcomes and pride in helping others

Training and ongoing support will be provided to help you succeed and grow in the role

This position is a stepping stone for those interested in advancing within the insurance industry

Enjoy working in Albuquerque, a city that offers a dynamic professional environment