What are the responsibilities and job description for the Account Manager position at Dominic Candeloro-State Farm?
Company Description Dominic Candeloro-State Farm is a locally focused State Farm agency serving individuals, families, and businesses in Crown Point, IN and surrounding communities. The agency provides 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 customers to understand their needs and offer personalized recommendations. The agency values integrity, customer service, and long-term relationships, creating a supportive environment for professional growth.
Role Description The Account Manager is a full-time, hybrid role based in Crown Point, IN, with a mix of in-office work and some work-from-home flexibility. This role focuses on building and maintaining customer relationships, responding to inquiries, and providing product and policy information in a clear, accessible way. Daily responsibilities include managing customer accounts, processing changes, handling billing and coverage questions, and following up on leads and referrals. The Account Manager will support sales activities by preparing quotes, conducting needs-based conversations, and assisting with applications and policy reviews. The role also involves maintaining accurate records, collaborating with team members, and contributing to a positive, customer-centered office culture.
Qualifications
- Customer service and relationship management skills, including the ability to listen actively, build trust, and communicate clearly with diverse customers.
- Sales and account management skills, such as identifying customer needs, presenting solutions, and following up on leads and referrals in a professional manner.
- Organizational and administrative skills, including managing multiple accounts, maintaining accurate records, and using office software and agency systems efficiently.
- Problem-solving and decision-making skills, with the ability to handle billing questions, coverage concerns, and service issues calmly and effectively.
- Strong written and verbal communication skills, with comfort making phone calls, sending professional emails, and discussing products in person.
- Ability to work in a hybrid environment, demonstrating reliability, time management, and self-motivation both in-office and while working from home.
- High school diploma or equivalent required; additional education in business, finance, or a related field is a plus.
- Willingness to obtain applicable insurance licenses as required by the state; prior insurance or financial services experience is beneficial but not mandatory.