Insurance Account Manager — Growth & Client Success

Melissa Snively - State Farm Agent; Town of Florida (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Employee discounts

Opportunity for advancement

Bonus based on performance

Competitive salary

Paid time off

Profit sharing

Training & development

Job summary

Melissa Snively - State Farm Agent in New York is seeking an Account Manager to drive sales and strengthen customer relationships. You will grow the agency by understanding client needs, presenting insurance and financial services, and coordinating with agency teams to deliver tailored solutions.

The role emphasizes proactive outreach, cross-selling, and managing referrals, with a focus on delivering outstanding service to Auto, Home, Life and Health insurance customers.

Qualifications

• Experience in insurance sales or account management preferred.
• Strong leadership and interpersonal skills.
• Willingness to engage in sales conversations in person and virtually.
• Preferably 1-3 years of insurance sales experience with FL License.

Responsibilities

• Monthly Sales goals in Auto, Home, Life & Health Insurance products.
• Maintain customer relationships to drive growth and retention.
• Cross-sell and Up-sell insurance and financial services.
• Persistent follow-up on customer referrals and internet leads.
• Conduct policy reviews and provide recommendations to existing customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and offer policies to existing customers.

Skills

Leadership skills

Interpersonal skills

Sales conversations

Education

Florida License

Job description

Melissa Snively - State Farm Agent in New York is seeking an Account Manager to drive sales and strengthen customer relationships. You will grow the agency by understanding client needs, presenting insurance and financial services, and coordinating with agency teams to deliver tailored solutions.

The role emphasizes proactive outreach, cross-selling, and managing referrals, with a focus on delivering outstanding service to Auto, Home, Life and Health insurance customers.