What are the responsibilities and job description for the Account Manager - State Farm Agent Team Member position at Erik Simonis - State Farm Agent?
Benefits :
Bonus based on performance
Opportunity for advancement
Profit sharing
Training & development
ABOUT US :
At Erik Simonis - State Farm, we believe in the power of community and the importance of protecting what matters most to our customers. As a leading provider of insurance and financial services, we are dedicated to delivering exceptional service and support to our clients. We are seeking a motivated and detail-oriented Account Manager to join our team and help us continue to build strong relationships with our customers.
ROLE DESCRIPTION :
As an Account Manager, you will be responsible for managing and servicing a portfolio of client accounts. You will work closely with the State Farm Agent and the team to ensure that our clients receive personalized attention and support for their insurance and financial needs. Your role will be pivotal in driving customer satisfaction, retention, and growth within the agency.
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 and grow our success in Las Vegas.
RESPONSIBILITIES :
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
Client Relationship Management : Build and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
Policy Administration : Manage client accounts, including policy renewals, endorsements, and changes, ensuring accuracy and compliance with company standards.
Sales Support : Identify opportunities for cross-selling and upselling insurance products and services to meet clients' evolving needs.
Customer Service : Respond to client inquiries, concerns, and claims in a timely and professional manner, ensuring a positive customer experience.
Account Review : Conduct regular account reviews with clients to assess their coverage and provide recommendations for adjustments as necessary.
Team Collaboration : Work closely with the State Farm Agent and team members to develop strategies for client retention and growth.
Administrative Duties : Maintain accurate records of client interactions, policy details, and account activity in the agency's management system.
Community Involvement : Participate in community events and initiatives to promote the agency and strengthen relationships within the local community.
QUALIFICATIONS :
High school diploma or equivalent; bachelor’s degree in business, finance, or a related field preferred.
Previous experience in account management, customer service, or sales, preferably in the insurance or financial services industry.
Strong interpersonal and communication skills, with the ability to engage and build rapport with clients.
Detail-oriented with excellent organizational skills and the ability to manage multiple tasks simultaneously.
Proficient in Microsoft Office Suite and customer relationship management (CRM) software.
Knowledge of insurance products and services is a plus.
Required to obtain Property and Casualty License
Required to obtain Life and Health License
Preferred Bilingual Spanish
BENEFITS :
Paid time off (holidays and personal / sick days)
Salary plus commission / bonus
Yearly Bonus
Growth potential / opportunities for advancement within my agency and State Farm
Competitive Team and Agency
Learn how to be a State Farm Agent
Why Join Us?
Work for a reputable and trusted brand in the insurance industry.
Opportunity for professional development and career advancement.
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