Insurance Account Manager: Build Relationships & Grow Sales

William Ashworth - State Farm Agent

Lakeland (TN)

On-site

USD 40,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Life insurance
Health insurance
401(k)
401(k) matching
Bonus based on performance
Paid time off
Training & development
Competitive salary
License reimbursement
Disability stipend
Opportunity for advancement

Job summary

William Ashworth State Farm in Lakeland, TN seeks an Account Manager to build relationships and turn conversations into opportunities to protect customers and their families. You will identify coverage needs, explain products clearly, and drive growth for the agency.

The role emphasizes listening to understand needs, recommending solutions, and achieving production goals in a collaborative team environment.

Qualifications

  • Previous insurance sales, account management, financial services, or relationship-based sales experience preferred.
  • Demonstrated ability to meet or exceed sales or performance goals.
  • Strong interpersonal and relationship-building skills.
  • Comfortable initiating sales conversations and asking for the business.
  • Ability to work with warm and cold leads.
  • Strong follow-up, organization, and time-management skills.
  • Confidence explaining products and helping customers understand their options.
  • Ability to identify customer needs and recommend appropriate solutions.
  • Self-motivated and comfortable working toward measurable goals.
  • Coachable, dependable, and team-oriented.

Responsibilities

  • Build and maintain strong relationships with new and existing customers.
  • Conduct insurance and account reviews to identify coverage needs and opportunities.
  • Educate customers on available insurance products and explain coverage in an easy-to-understand way.
  • Recommend and sell appropriate insurance products based on individual customer needs.
  • Follow up consistently with warm leads, existing customers, and prospective customers.
  • Participate in outbound sales activities and confidently initiate conversations with new prospects.
  • Identify opportunities to deepen customer relationships through additional insurance products and services.
  • Assist customers with account questions, policy changes, and more complex service needs.
  • Maintain accurate customer information and follow-up activity.
  • Work toward individual and agency production goals.
  • Collaborate with the team to provide a consistent and positive customer experience.
  • Develop long-term customer relationships based on trust, communication, and dependable service.

Skills

Insurance sales experience
Account management
Relationship-building

Education

Tennessee insurance licensing preferred or willingness to obtain licenses

Job description

Benefits:
  • Life insurance
  • Disability stipend
  • License reimbursement
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
Account Manager – State Farm Agent Team Member

William Ashworth State Farm | Lakeland, TN

Are you someone who enjoys building relationships, helping people make confident decisions, and turning conversations into opportunities to better protect customers and their families?

William Ashworth State Farm is looking for a motivated Account Manager to join our established Lakeland team. This position is ideal for someone who genuinely enjoys helping people but also has the confidence and drive to identify opportunities, make recommendations, and ask for the sale.

Our team believes strong customer relationships begin with listening, understanding individual needs, and providing options that make sense. As an Account Manager, you’ll play an important role in helping customers understand their insurance options while contributing to the continued growth and success of the agency.

What You’ll Do

  • Build and maintain strong relationships with new and existing customers.
  • Conduct insurance and account reviews to identify coverage needs and opportunities.
  • Educate customers on available insurance products and explain coverage in an easy-to-understand way.
  • Recommend and sell appropriate insurance products based on individual customer needs.
  • Follow up consistently with warm leads, existing customers, and prospective customers.
  • Participate in outbound sales activities and confidently initiate conversations with new prospects.
  • Identify opportunities to deepen customer relationships through additional insurance products and services.
  • Assist customers with account questions, policy changes, and more complex service needs.
  • Maintain accurate customer information and follow-up activity.
  • Work toward individual and agency production goals.
  • Collaborate with the team to provide a consistent and positive customer experience.
  • Develop long-term customer relationships based on trust, communication, and dependable service.

What We’re Looking For

  • Previous insurance sales, account management, financial services, or relationship-based sales experience preferred.
  • A demonstrated ability to meet or exceed sales or performance goals.
  • Strong interpersonal and relationship-building skills.
  • Comfortable initiating sales conversations and asking for the business.
  • Ability to work both warm and cold leads.
  • Strong follow-up, organization, and time-management skills.
  • Confidence explaining products and helping customers understand their options.
  • Ability to identify customer needs and recommend appropriate solutions.
  • Self-motivated and comfortable working toward measurable goals.
  • Coachable, dependable, and willing to contribute to a team environment.
  • Tennessee insurance licensing preferred or willingness to obtain required licenses.

Who Will Thrive in This Role

You may be a strong fit if you enjoy helping customers but also understand that sales and relationship development are essential parts of the position.

We’re looking for someone who can:

  • Build rapport quickly and create trust.
  • Ask thoughtful questions to uncover customer needs.
  • Explain insurance products in a conversational, easy-to-understand way.
  • Recognize opportunities to protect customers more completely.
  • Handle objections professionally.
  • Confidently ask for the sale.
  • Follow up consistently rather than waiting for customers to call back.
  • Accept coaching and continue developing professionally.
  • Take ownership of both customer relationships and individual pe

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