Insurance Account Manager — Flexible Schedule & Growth

Wilson Ku - State Farm Agent; San Mateo (CA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Wilson Ku - State Farm Agent in San Mateo, CA is seeking an Account Manager to support daily operations and customer success. You will grow the agency through meaningful relationships and act as a liaison between customers and office departments.

The role involves reviewing policies, recommending suitable coverage, and selling products to warm and cold leads. Strong sales mindset and interpersonal skills are essential, along with a willingness to engage in sales conversations.

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

Leadership

Interpersonal skills

Sales targets

Sales conversations

Job description

Wilson Ku - State Farm Agent in San Mateo, CA is seeking an Account Manager to support daily operations and customer success. You will grow the agency through meaningful relationships and act as a liaison between customers and office departments.

The role involves reviewing policies, recommending suitable coverage, and selling products to warm and cold leads. Strong sales mindset and interpersonal skills are essential, along with a willingness to engage in sales conversations.