Insurance Account Manager
Location: WHITTIER, CA
Job Type: fulltime
Company: Faby Obispo - State Farm Agency
Salary: $45000.0 - $55000.0 per year
Category: Insurance
Job Description Apply Now
Are you a bilingual (Spanish/English) professional looking to advance your career in the insurance industry? We are seeking a dedicated Insurance Account Manager to join our dynamic team in Whittier, CA. This full-time opportunity is ideal for someone who is motivated, enjoys engaging with clients, and thrives in a fast-paced environment. As an Insurance Account Manager, you will play a pivotal role in supporting our agency’s growth by delivering exceptional customer service and developing strong client relationships.
If you have strong communication skills and a passion for helping others, we are ready to provide you with the training and resources needed to succeed. While prior insurance experience is valued, it is not required. We are committed to helping you achieve your professional goals and will support you in obtaining your Property and Casualty insurance license as well as your Life & Health insurance license if you do not already possess them.
Working as an Insurance Account Manager in Whittier, CA offers a unique advantage due to the diverse and vibrant community. This environment provides numerous opportunities to connect with clients from various backgrounds, enhancing your professional growth and client service skills.
Insurance Account Manager - SummaryThe Insurance Account Manager will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate insurance products and services. The role requires the ability to establish and maintain positive relationships with clients, ensure timely and accurate service, and support the overall growth and success of the agency. This position offers a rewarding career path for individuals who are self-motivated, organized, and customer-focused.
Duties & Responsibilities- Develop and generate leads through proactive outreach and networking.
- Schedule appointments and conduct value-based conversations with prospective and existing clients.
- Identify and assess customer needs to recommend appropriate insurance products and services.
- Establish and nurture customer relationships, providing ongoing follow-up as needed.
- Deliver prompt, accurate, and friendly customer service, including responding to inquiries regarding policy availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Maintain detailed records of client interactions and update policy information as necessary.
- Collaborate with team members to support agency growth and achieve sales goals.
- Base pay plus commission and bonus opportunities.
- PTO (paid time off) including vacation and personal/sick days.
- Valuable training and experience in the insurance sector.
- Opportunities for growth and advancement within the agency.
- Bilingual proficiency in Spanish and English is required.
- Property & Casualty license (must have or be able to obtain).
- Life & Health insurance license (must have or be able to obtain).
- Previous experience in insurance sales, retail sales, inside sales, outside sales, or telemarketing preferred, but not required.
- Proven track record of meeting sales goals or quotas preferred.
- Excellent written, verbal, and listening communication skills.
- Self-motivated and able to work independently as well as part of a team.
- Strong organizational and multi-tasking abilities.
- Ability to effectively relate to and build rapport with customers.
- Energetic, enthusiastic, and eager to contribute to agency growth.
- Driven by a desire to help others and deliver outstanding customer service.
- Comfortable engaging with clients from diverse backgrounds.
- Adaptable and able to thrive in a dynamic, fast-paced office environment.
- Committed to personal and professional development.
- This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
- Employees of State Farm agents must successfully complete applicable licensing requirements and training programs.
- State Farm agents are independent contractors who hire their own employees; employees are not employed by State Farm Insurance Companies.
- We are an Equal Opportunity Employer and value diversity in the workplace.
If you are ready to take the next step in your career as an Insurance Account Manager in Whittier, CA, we encourage you to apply now by clicking the job application button. Join our team and unlock your potential for professional growth and rewarding achievements.