ROLE DESCRIPTION: As an Account Manager for Heather Montagne State Farm, you are not just servicing accounts — you are driving growth. This is a sales-focused role designed for someone who enjoys building relationships, identifying coverage gaps, and confidently recommending solutions that protect families and businesses.
You will grow the agency by developing meaningful customer relationships, proactively marketing insurance and financial service products, and turning everyday conversations into revenue opportunities.
If you are attentive, personable, competitive, and motivated by results, this is your opportunity to build a long-term career with strong earning potential.
RESPONSIBILITIES:
Build and maintain strong customer relationships to drive retention and referrals
Conduct policy reviews and uncover cross-sell opportunities
Identify customer needs and confidently recommend coverage solutions
Generate new business through outbound calls, follow-ups, and warm leads
Close sales and meet or exceed monthly production goals
Resolve complex customer concerns with professionalism and urgency
QUALIFICATIONS:
Insurance sales or account management experience preferred
Proven track record of meeting or exceeding sales goals
Strong communication and closing skills
Comfortable initiating sales conversations
Self-motivated with a growth mindset
Numbers & Facts
Location
Beaumont, TX
Job Type
Full-time
Skills
Communication Skillsunmatched
Cross-Sellingunmatched
Customer Relationsunmatched
Develop and Maintain Customersunmatched
Exceeded Sales Goalunmatched
Farm Managementunmatched
Financial Servicesunmatched
Insuranceunmatched
Insurance Salesunmatched
Needs Assessmentunmatched
Problem Solving Skillsunmatched
Relationship Marketingunmatched
Salesunmatched
Sales Closing Skillsunmatched
Sales Managementunmatched
Training/Teachingunmatched
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