ROLE DESCRIPTION: As Account Manager for David Wong - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agent office departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Numbers & Facts
Location
Mill Valley, CA
Job Type
Full-time
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Skills
Business Operationsunmatched
Customer Relationsunmatched
Develop and Maintain Customersunmatched
Farm Managementunmatched
Insuranceunmatched
Insurance Salesunmatched
Interpersonal Skillsunmatched
Leadershipunmatched
Marketingunmatched
Meet Sales Quotaunmatched
Operationsunmatched
Problem Solving Skillsunmatched
Salesunmatched
Sales Managementunmatched
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