Account Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Utilize a customer-centric, needs-based assessment process to inform clients about their insurance choices.

• Collaborate with the agent to set and achieve marketing objectives.

• Generate leads, arrange appointments, determine customer requirements, and promote suitable products and services.

• Conduct follow-ups with leads and potential clients.

• Deliver outstanding customer service while ensuring accurate record-keeping.

⛳️ Requirements

• A minimum of 2 years of experience with State Farm or possession of General Lines Property & Casualty and General Lines Life & Health licenses.

• General Lines Property & Casualty (P&C) license is required.

• General Lines Life & Health license is also essential.

• Proficient in Microsoft Office applications (Excel, PowerPoint, Word, Outlook).

• Strong mathematical aptitude is necessary.

• Excellent analytical, organizational, and problem-solving abilities.

• Effective communication skills are a must.

• Outstanding customer service capabilities are required.

• A proven history of achieving sales targets or quotas is preferred.

• Computer proficiency is essential.

• Preferred typing speed is approximately 40–60 WPM.

• Bilingual (Spanish) is preferred.

🏝️ Benefits

• Paid time off.

• Parental leave.

• Training and development opportunities.

• 401(k) matching.