Insurance Account Manager & Growth Specialist

Katherine Baustert Insurance Agency, Inc.; Middleburg (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Katherine Baustert - State Farm Agent is seeking an Account Manager to enhance customer relationships and aid in business growth. This role is crucial for developing persistence with clients by conducting policy reviews and marketing relevant insurance products.

The ideal candidate should have experience in insurance sales, possess leadership skills, and ideally be bilingual in Spanish. Benefits include a competitive salary, flexible schedule, and opportunities for advancement.

Qualifications

• Experience in insurance sales or account management preferred.
• Strong leadership and interpersonal skills are essential.
• Proven track record of meeting sales targets.

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.

Skills

Sales skills

Customer relationship management

Leadership

Bilingual Spanish

Job description

Benefits:

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

ABOUT OUR AGENCY:
Our agency opened in 2004 and has grown into a high-performing team of 10. Before becoming a State Farm agent, I spent five years as a team member, which gave me a strong foundation in the business and a passion for building a team that supports both customers and each other.

I’m a graduate of the University of North Florida, a proud mom to one daughter, and a big Gators fan. Family and community are incredibly important to me, and that’s reflected in how I run the agency.

We’re deeply involved in the community through organizations like Mercy Support Services (Board of Directors), Hope is Restored, and Seeds of Love, along with participating in local events such as back-to-school bashes and other outreach efforts.

For our team, we offer a 401(k), health benefits, life insurance, monthly bonuses and commission opportunities, promotion paths, travel bonuses, quarterly team bonding events, anniversary celebrations, a personal day off for your birthday, and large end-of-year celebrations. We also take pride in celebrating both individual and team wins while staying connected to our community.

Our office culture is close-knit and family-oriented—we truly do life together. We value strong communication, high energy, and teamwork, celebrating wins and learning from challenges together. We’re looking for someone who is supportive, driven, and motivated to succeed as part of a team that shows up for each other every day.

ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Katherine Baustert - 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:

• 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.
• Bilingual Spanish preferred.