Insurance Account Manager – Client Growth & Retention

Savannah Bur - State Farm Agent; Caddo Mills (TX); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Vision insurance

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Savannah Bur State Farm Agent in Texas is seeking an Account Manager to support daily operations and customer success. You will grow the agency by building meaningful relationships and serving as a bridge between customer needs and agency departments.

You will apply knowledge of insurance products to recommend, explain and sell policies to cold and warm leads, conduct policy reviews, and help resolve complex customer issues. A self-driven, detail-oriented approach and teamwork are valued.

Qualifications

• Experience in insurance sales or account management preferred.
• Spanish speaking preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.
• Have or be able to get licensed in both P&C as well as life & health.

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.
• Be self-driven and detail oriented in order to connect with customers, quote new policies, and follow up as needed.

Skills

Customer relations

Sales targets

Leadership

Interpersonal skills

Team-oriented

Sales conversations

Education

P&C and Life & Health licenses

Job description

Savannah Bur State Farm Agent in Texas is seeking an Account Manager to support daily operations and customer success. You will grow the agency by building meaningful relationships and serving as a bridge between customer needs and agency departments.

You will apply knowledge of insurance products to recommend, explain and sell policies to cold and warm leads, conduct policy reviews, and help resolve complex customer issues. A self-driven, detail-oriented approach and teamwork are valued.