Insurance Account Manager | Growth & Client Advocate

Daniel Parker - State Farm Agent; Tulsa (OK); On-site; Full time

Job description

Account Manager - State Farm Agent Team Member

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Dental insurance
• Vision insurance

About Our Agency:

Founded in 2012, our agency is led by Daniel and supported by a team of 10 dedicated professionals who bring a strong blend of insurance, claims, and financial services experience to the work we do. Daniel has more than 25 years of personal experience in the industry and holds a bachelor's degree in Biomedical Chemistry from Oral Roberts University, along with FINRA Series 6, 63, and 65 certifications. He is deeply family-oriented, married for 18 years with four children, and brings that same care and thoughtfulness into helping individuals and families tailor coverage to their real needs. Giving back is a core part of our mission we're actively involved with Care Portal, supporting foster children and families facing hardship, because we believe insurance is about strengthening families and communities, not just policies.

Our office culture is focused, growth-minded, and supportive. We hold each other to high standards while working together toward the best outcomes for our clients. Team members enjoy a well-equipped break room with a full kitchen, stocked drinks and gourmet coffee, birthday lunches, team outings, up to a 4% 401k match, and health, dental, and vision benefits. If you're looking for a place where professionalism, purpose, and teamwork come together, this is an environment where you can build a meaningful and rewarding career.

Role Description:

As Account Manager - State Farm Agent Team Member for Daniel Parker - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer 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 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.

Qualifications:

• 3-5 years of experience in insurance sales or customer service from one of the following companies: State Farm, USAA, Farmers, Allstate, American Family, Chubb, Liberty Mutual, New York Life, Guardian Life, Mass Mutual Life or Northwestern Life.
• Strong leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.