Job Description
Benefits:
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!). You will prospect and onboard new customers, and provide needs-based advice, insurance education and account service to existing customers. 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 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, team-oriented professional environment, this could be a great role for you!
Key Responsibilities
Key Qualifications
Compensation & Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- 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!
You will play a critical role in delivering the remarkable experience that our customers rave about (check out our online reviews!). You will prospect and onboard new customers, and provide needs-based advice, insurance education and account service to existing customers. 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 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, team-oriented professional environment, this could be a great role for you!
Key Responsibilities
- Outbound phone prospecting and closing of new business - primarily internet and other out-of-book leads, as well as some in-book prospecting to identify and fulfill other unmet needs
- 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
Key Qualifications
- Insurance experience and P&C license is required for the Account Manager role. Also having a life, Accident & Health license is preferred, but not required (unlicensed candidates may apply for the Office Representative role)
- Highly ethical, honest and reliable; positive can-do attitude and excitement to learn, contribute and grow as part of a successful team!
- Self-motivated, productive and organized; high level of self-accountability and drive
- Strong verbal and written communication skills; proactive communication style
- 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
- 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 $25-$30/hour (depending on licensing and experience) with significant uncapped commission opportunity (successful team member in this role should earn at least $80k annually, and potentially much higher with more advanced results)
- 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 renewals, as well as ongoing training and career growth opportunities
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