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Account Manager - State Farm Agent Team Member

Full Time in Moraga, CA

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

Ideally looking for someone with the motivation to grow into an Office Manager / Right-Hand Person role (either already has the level of experience to do that, or has the kind of attitude to jump in and become a key player on the team and grow into a leadership role)

(See our listing for Office Representative if you don't currently have insurance licenses and experience, but are intrigued by the opportunity to learn and grow into an Account Manager role)
You will play a critical role in delivering the remarkable experience that our customers rave about (check out our online reviews!) through a hybrid role involving customer service and product education/sales. 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 people’s 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 you’re 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
  • 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
  • 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
  • Opportunity to grow and expand the role in various directions (e.g. sales growth and leadership, office management, executive support, etc.), 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 (P&C license required, and also having Life, Accident & Health is preferred), but we will consider training and assisting with licensing for the right candidate, starting in an Office Representative role
  • 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 depends on transferrable experience and insurance licensing
  • Additional opportunities to earn bonuses based on individual and team goals and promotions, as well as substantial sales commission opportunity
  • As this is a growth role; compensation is regularly reviewed and there is plenty of up-side over time with experience, positive attitude and contribution to the business
  • 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
Compensation $50,000.00 - $80,000.00 per year
Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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