Insurance Account Manager (Licensed, P&C)
Location: SAN CLEMENTE, CA
Job Type: fulltime
Company: Chris Dolkas - State Farm Agency
Salary: $22.0 - $30.0 per hour
Category: Insurance
Job Description Apply Now
Insurance Account Manager (Licensed, P&C) Job OverviewWe are seeking a dedicated Insurance Account Manager (Licensed, P&C) to join a successful State Farm Agent team in San Clemente, CA. This is a full-time, in-office position for professionals with an active Property and Casualty insurance license, who are passionate about providing outstanding customer service and supporting business growth. As an Insurance Account Manager (Licensed, P&C), you will play a key role in delivering value-based solutions, fostering strong client relationships, and ensuring an exceptional customer experience throughout every interaction.
Key Responsibilities- Establish and nurture customer relationships, maintaining routine follow-ups to address client needs and concerns.
- Provide prompt, accurate, and friendly customer service, including responding to inquiries about insurance availability, eligibility, policy changes, transfers, claims, and billing.
- Educate clients on insurance options using a consultative, needs-based approach to ensure comprehensive coverage solutions.
- Demonstrate a strong work ethic and commitment to achieving daily success and meeting business objectives.
- Prepare and deliver timely activity reports and updates to the agency’s lead agent.
- Stay current on industry trends, product changes, licensing requirements, and participate in continuing education as needed.
- Active Property & Casualty license (required).
- Life and Health license (preferred).
- Bilingual Spanish skills are a plus.
- Excellent interpersonal, written, verbal, and listening skills.
- Strong organizational skills and attention to detail.
- Self-motivated and proactive in problem-solving.
- Ability to work collaboratively in a team environment and manage multiple tasks efficiently.
- Dedicated to providing outstanding customer service and achieving high accuracy in all work.
- Comfortable using computers and learning new technologies.
- Competitive hourly pay plus bonuses and commissions.
- Paid time off, including vacation and personal/sick days.
- Gain valuable experience in the insurance industry as part of an established State Farm Agent team.
- Opportunities for growth and advancement within the agency.
San Clemente, CA, offers a welcoming community and an excellent work environment, making it an attractive location for professionals seeking both career growth and quality of life.
Additional InformationThis Insurance Account Manager (Licensed, P&C) position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents are required to meet applicable licensing requirements and complete necessary training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.