What are the responsibilities and job description for the Account Manager position at State Farm Agent?
Company Description State Farm® is a nationally recognized insurance and financial services company whose mission is to help people manage everyday risks, recover from the unexpected, and realize their dreams. For more than 90 years, State Farm agents have built and maintained long-term relationships with customers and communities across the United States. Over 19,000 agents with diverse backgrounds and experiences serve individuals, families, and businesses with a wide range of insurance and financial products. Joining a State Farm agent’s team offers the opportunity to contribute to a respected brand known for reliability and a “like a good neighbor” approach to service.
Role Description The Account Manager role is a full-time, on-site position based in Bethany, OK, supporting a State Farm agent’s office. This role is responsible for building and maintaining customer relationships, responding to inquiries, and providing guidance on insurance and financial service products that meet customers’ needs. Daily tasks include handling policy changes, processing renewals, preparing quotes, managing follow-ups, and maintaining accurate customer records. The Account Manager will engage in outbound and inbound communications, assist with claims-related questions, and proactively identify opportunities to offer appropriate coverage and services. This position also supports office operations, contributes to local marketing efforts, and helps deliver a positive, professional customer experience.
Qualifications
- Candidates should possess strong customer service and relationship-building skills, including active listening, empathy, and a client-focused mindset.
- Candidates should possess sales and consultative skills, such as needs analysis, product explanation, and the ability to confidently present insurance and financial solutions.
- Candidates should possess communication skills, including clear verbal and written communication, professional phone etiquette, and the ability to explain complex information in simple terms.
- Candidates should possess organizational and administrative skills, including attention to detail, time management, and proficiency with office software and customer databases.
- Relevant qualifications include a high school diploma or equivalent (associate’s or bachelor’s degree preferred), willingness to obtain required insurance licenses, and comfort working in a fast-paced, goal-oriented environment.
- Additional beneficial qualifications include prior experience in insurance, financial services, or retail banking, familiarity with local Bethany, OK community needs, and a commitment to ethical, inclusive, and respectful workplace practices.