What are the responsibilities and job description for the Account Manager position at DEREK KINDER STATE FARM?
Company Description DEREK KINDER STATE FARM is a local State Farm agency based in Council Bluffs, IA, serving individuals, families, and businesses in the surrounding community. The agency offers a range of insurance and financial service products designed to help customers protect what matters most and plan for the future. Team members work closely with clients to understand their needs and provide personalized solutions. The agency values professional service, community relationships, and a supportive work environment where employees can grow their careers in insurance and customer service.
Role Description This is a full-time, on-site Account Manager role located in Council Bluffs, IA. The Account Manager will handle day-to-day customer interactions, including responding to inquiries, managing policy changes, processing applications, and supporting claims-related questions. This role involves proactively reaching out to existing and prospective customers to review coverage needs, present suitable insurance solutions, and follow up on leads. The Account Manager will maintain accurate customer records, ensure compliance with agency and State Farm guidelines, and collaborate with the team to meet sales and service goals. The position requires consistent in-person presence at the agency and a strong focus on building long-term, trust-based relationships with clients.
Qualifications
- Strong customer service and relationship-building abilities, with a focus on clear, professional communication.
- Sales, negotiation, and follow-up skills to help identify customer needs and recommend appropriate insurance solutions.
- Organizational and time management skills, including attention to detail and the ability to manage multiple accounts and tasks.
- Comfort with using computer systems, CRM tools, and basic office software for documentation and policy management.
- Ability to work collaboratively in an office setting and contribute to a positive, goal-oriented team environment.
- High school diploma or equivalent required; college coursework or a degree in business, finance, or a related field is beneficial.
- Previous experience in insurance, financial services, or a customer-facing role is preferred but not mandatory.
- Willingness to complete any state licensing requirements for insurance products, if not already licensed.