Account Manager - State Farm Agent Team Member

Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.

Responsibilities

Establish customer relationships and follow up with customers, as needed.

Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Use a customer-focused, needs-based review process to educate customers about insurance options.

Work with the agent to establish and meet marketing goals.

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Maintain a strong work ethic with a total commitment to success each and every day.

Qualifications

Interest in marketing products and services based on customer needs

Excellent interpersonal skills

Excellent communication skills - written, verbal and listening

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

People-oriented

Organizational skills

Self-motivated

Detail oriented

Proactive in problem solving

Dedicated to customer service

Able to learn computer functions

Experience in a variety of computer applications, particularly Windows

Pride in getting work done accurately and timely

Ability to work in a team environment

Ability to multi-task

Ability to make presentations to potential customers

Achieve mutually agreed upon marketing goals

Provide timely and thorough activity reports to agent

Ability to assess customer needs and conduct effective interviews

Ability to effectively relate to a customer

Ability to explain complex financial issues in understandable terms

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Courses on ethical and customer centered sales practices will be required

Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

Must be available to work the following schedule: Mon-Fri 8:30-5

Benefits

401(k)

401(k) matching

Paid time off

Compensation
Salary: $55,000.00 - $70,000.00 per year

Location
San Jose, CA

Products

Home insurance

Life insurance

Employment Status
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Mission
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

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