Account Manager - State Farm Agent Team Member

Benefits:

• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching

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!) through a role involving customer service and product education/sales. 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 and stimulating professional environment, this could be a great role for you!

Key Responsibilities:

• Provide attentive, warm and professional service to existing and prospective customers in person, over the phone or video, and by email and text (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
• 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
• Opportunity to grow and expand the role in various directions (e.g. sales growth and leadership, office management, executive support, etc.), based on your interests, strengths and career aspirations

Key Qualifications:

• Highly ethical, honest and reliable; positive can-do attitude and excitement to learn, contribute and grow as part of a successful team!
• Strong verbal and written communication skills; proactive communication style
• Self-motivated, productive and organized; high level of self-accountability and drive
• 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
• Insurance experience and licensing is required for the Account Manager role (Property/Casualty license required, and also having Life/Health is preferred)
• 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)

About our Agency:
Our agency opened in 2018 and has grown into a strong team of eight dedicated professionals who are passionate about helping people and making a difference. Before becoming an agent, I spent over two decades in business turnaround, but I always knew I wanted to own a business rooted in the community - one that not only serves clients but also contributes to the place we call home. That mission drives everything we do here.

Community involvement is at the heart of our work. We regularly participate in local festivals and fairs, organize charitable initiatives like the One Warm Coat Drive, and support a variety of donation efforts throughout the year. Giving back isn’t just part of our business—it’s part of who we are.

We offer a competitive benefits package, including PTO, 12 paid holidays, group health and life insurance, a 401k plan with a 6% match, and paid training programs designed to support your professional growth. Our office culture is fast-paced, team-oriented, and focused on meaningful work. We take pride in delivering exceptional service and showing up as our best selves every day.