Licensed Insurance Account Manager

Company: Renee Davidson - State Farm Agency
Location: Tracy
Posted on: January 15, 2025

Job Description:

Licensed Insurance Account Manager

Repost Job Date: 1/14/2025 6:02:13 PM
Location: TRACY, CA, 95304
Salary: $41000.0 - $51000.0/year
Experience: 0 Year(s)

State Farm Agency, located in Tracy, CA has an immediate opening for an Insurance Account Manager. Insurance experience is not required as we will train the right person with the right personality and skill set! Must have or be willing to obtain proper CA insurance licenses.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities include, but are not limited to:

Customer Service and Building Relationships

• Address client inquiries or concerns regarding their policies promptly.
• Provide assistance during claims processes by guiding clients through necessary steps.
  
  
  • Ensure compliance with state regulations regarding insurance sales practices.
  • Maintain accurate records of client interactions, policy details, and transactions in accordance with company policies.
    • Build and maintain strong relationships with clients through regular communication and follow-ups.
    • Conduct needs assessments to understand clients' insurance requirements and provide tailored solutions.
    • Educate clients about different types of insurance policies, coverage options, and benefits.
      
      Sales and Marketing
      
      
      • Stay informed about industry trends, market conditions, and competitor offerings.
      • Identify opportunities for cross-selling or up-selling additional coverage.
        
        
        • Assist clients in selecting appropriate insurance policies based on their needs and budget.
        • Process applications for new policies, renewals, and changes to existing policies.
        • Ensure all documentation is completed accurately and submitted in a timely manner.
          
          
          • Identify potential clients through networking, referrals, and marketing initiatives.
          • Develop and implement sales strategies to achieve individual and team sales targets.
          • Prepare and deliver presentations to prospective clients to promote insurance products.
            
            What we provide:
            
            
            • Base Pay plus Bonuses/Commission
            • Paid Time Off
            • Vacation after 90 days
            • Optional Health and Retirement available
            • Valuable experience
            • Growth potential/Opportunity for advancement within my office
              
              Requirements
              
              • Property & Casualty license (must be able to obtain)
              • Life & Health license (must be able to obtain)
              • A proven track record of meeting or exceeding sales targets.
                • Must exhibit integrity in sales practices and be trustworthy.
                  • Self-Motivated and Goal-Oriented: Candidates should be driven individuals who can work independently while also being part of a team.
                    • Technical Proficiency: Familiarity with CRM software and basic computer skills are often necessary for managing client relationships and documentation.
                      • Problem-Solving Skills: Candidates should demonstrate an ability to assess client needs and provide appropriate solutions.
                        • Ability to negotiate terms and close deals effectively is essential.
                          • Strong verbal and written communication skills are crucial for explaining complex insurance products to clients.
                            • Strong interpersonal skills.
                              • Customer Service Experience.
                                • Sales Experience: Prior experience in sales, particularly in insurance or financial services, is highly desirable.
                                  • Bachelor's degree in business, finance, or a related field can be helpful but not required.
                                    • High School Diploma or Equivalent
                                      • Participate in ongoing training programs to enhance product knowledge and sales skills.
                                      • Obtain necessary licenses as required by state regulations for selling insurance products.
                                        
                                        If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
                                        
                                        This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
                                        
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Keywords: Renee Davidson - State Farm Agency, San Jose , Licensed Insurance Account Manager, Executive , Tracy, California