Benefits:- Health stipend
- Licensing reimbursement
- CalSavers retirement
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Competitive salary
- Flexible schedule
Role Description
As an Account Manager with Marcus Brown State Farm, you will play an important role in the agency’s daily operations, customer retention, and continued growth. You will build meaningful customer relationships, identify insurance needs, and recommend appropriate products and services.
The ideal candidate is a licensed insurance professional who is fluent in both English and Spanish, comfortable discussing sales opportunities, and committed to providing knowledgeable, ethical, and attentive service.
Responsibilities
- Develop and maintain strong customer relationships to support retention and agency growth.
- Conduct insurance and financial-services reviews to identify customer needs and coverage opportunities.
- Recommend, explain, and sell appropriate insurance products to new and existing customers.
- Follow up with warm leads, cold leads, and current customers to uncover additional opportunities.
- Assist customers with policy questions, billing concerns, coverage updates, and other service needs.
- Coordinate with agency team members to resolve complex customer concerns.
- Maintain accurate customer records and document follow-up activities.
- Meet individual and agency sales goals.
- Provide professional service in both English and Spanish.
- Follow all applicable insurance regulations, licensing requirements, and agency procedures.
Qualifications
- Fluent in English and Spanish is required.
- Active California Property and Casualty license is required.
- Active California Life and Health license is required.
- Previous insurance sales or account management experience is preferred.
- Proven ability to meet or exceed sales goals.
- Comfortable initiating sales conversations and asking for the business.
- Strong communication, relationship-building, and interpersonal skills.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple customer needs and follow-up responsibilities.
- Commitment to ethical sales practices and exceptional customer service.
- Ability to work effectively both independently and as part of a team.
What We’re Looking For
We are seeking someone who is confident, dependable, and motivated to grow within the insurance industry. You should enjoy helping customers understand their coverage, building long-term relationships, and identifying solutions that protect what matters most to them.
To learn more about Marcus Brown State Farm, visit marcuscbrown.com.
This position is with a State Farm independent contractor agent’s office and is not employment with State Farm Insurance Companies.