account manager

Job Description

Job DescriptionBenefits:

• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)

Come Join Our Team as an Insurance Account Manager

Successful and established State Farm agency, looking to add a licensed and experienced insurance professional to our close-knit team as we continue to grow

You will play a critical role in delivering the remarkable experience that our customers rave about (check out our online reviews) through a role involving product education/sales and customer service. We have fun at work because we like each other and we love what we do we help our customers manage the risk of everyday life, recover from the unexpected and realize their dreams. Our work is very important and can have a profound impact on peoples lives, so we take great pride in doing it to the best of our ability and being the best advocates for our customers that we can be.

If youre someone who also takes great pride in bringing your best, doing meaningful work that helps others, and who thrives in a fast-paced and stimulating professional environment, this could be a great role for you

Key Responsibilities

• Meet with customers over the phone and in person to review their insurance coverages, help them identify gaps, and educate them on products which may benefit them and fill the gaps
• Provide attentive, warm and professional service to existing and prospective customers, primarily over the phone and email, and occasionally in person (e.g. answer policy or payment questions, educate people about policy features and benefits, process policy changes, develop rapport and gather information from prospective customers, etc.)
• Liaise with Underwriters, Service Team and Claims Department to answer questions, resolve various policy or claim issues, and to advocate on behalf of our customers
• Opportunity to grow and expand the role in various directions based on your interests, strengths and career aspirations

Key Qualifications

• Highly ethical, honest and reliable; positive can-do attitude and excitement to learn, contribute and grow as part of a successful team
• Strong verbal and written communication skills; proactive communication style
• Self-motivated, productive and organized; high level of self-accountability and drive
• Strong attention to detail and accuracy
• Computer proficient familiar and fluid with Windows-based computer systems; able to quickly learn and adapt to new systems and processes
• Insurance experience and licensing is required for the Account Manager role - minimally, P&C license required; preference given to candidates who also have a Life, Accident & Health license
• Need to live within a reasonably commutable distance of our office in Moraga (this is a full-time, in-office role and reliability is important)

Compensation & Benefits:

• Base compensation $50k-$60k/year, depending on experience and licensing
• Additional opportunities to earn bonuses based on individual and team goals and promotions, as well as substantial sales commission opportunity
• 401k Plan 100% company matching, up to 6% of compensation
• 24 paid days off per year (12 paid vacation/sick/personal days 12 paid holidays)
• 50% employer paid group health insurance plan
• 100% employer paid eligibility-based life insurance plan
• 100% employer paid licensing, as well as ongoing training and career growth opportunities

Salary : $50,000 - $60,000