What are the responsibilities and job description for the Account Manager position at Kathlein Guinn State Farm Agent?
Company Description Kathlein Guinn State Farm Agent is a local insurance agency representing State Farm, a nationally recognized provider of insurance and financial services. The agency serves individuals, families, and businesses in Albuquerque, NM and surrounding communities with personalized coverage options. Team members work closely with customers to understand their needs and offer solutions that support long-term financial security and protection. The office environment emphasizes professionalism, customer service, and community engagement to build lasting relationships. Working here offers opportunities to learn the insurance industry, grow professionally, and contribute to a client-focused team.
Role Description This is a full-time, on-site Account Manager role based in Albuquerque, NM. The Account Manager will handle day-to-day customer interactions, including answering questions, processing policy changes, preparing quotes, and assisting with claims-related inquiries. The role includes proactively reaching out to current and potential customers to review coverage, identify gaps, and recommend appropriate insurance and financial products. The Account Manager will maintain accurate records in agency systems, follow up on leads, and support retention efforts by ensuring timely renewals and high-quality service. Collaboration with the agent and team on sales campaigns, community outreach, and office operations is also a key part of the role.
Qualifications
- Strong customer service, relationship-building, and client communication skills.
- Sales, cross-selling, and upselling abilities, with a focus on needs-based recommendations.
- Organization, time management, and attention to detail in handling multiple accounts and tasks.
- Comfort with office technology, CRM systems, and basic data entry and documentation.
- Ability to learn and apply insurance and financial product knowledge; prior industry experience or relevant licensing (such as Property & Casualty or Life & Health) is a plus.
- Clear, professional verbal and written communication skills in en_US; bilingual skills may be beneficial.
- High level of integrity, reliability, and a team-focused mindset in a customer-facing environment.
- High school diploma or equivalent required; college coursework or degree in business, finance, or a related field is preferred.