Account Manager - State Farm Agent Team Member
Full Time • Edmond, OK
Responsive recruiter
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
- Training & development
Role Overview
This position seamlessly integrates client support and proactive sales. Each day brings a dynamic blend of responding to existing client needs while identifying and pursuing revenue opportunities. This document is subject to change by management and additional duties may be assigned as needed.
Core Responsibilities
Service Duties
● Efficiently manage inbound client inquiries (policy updates, billing, coverage clarifications, etc.)
● Act as the primary owner of client issues—resolve inquiries with empathy and speed
● Conduct and document annual policy reviews with clients
● Maintain accurate client files and data in ECRM
● Collaborate with colleagues to support retention and outreach efforts
Sales Duties
● Spot and capitalize on cross-selling opportunities during every interaction
● Produce and bind new quotes across auto, home, umbrella, life, and other personal lines
● Engage with warm leads (web requests, referrals, past quotes) and follow up promptly
● Educate clients on coverage gaps and propose enhanced protection
● Keep the sales pipeline current, with well-documented activities and next steps
Daily Workflow
● Complete outstanding Service and Sales Tasks
● Time Management – Allocate your time effectively for service and sales tasks.
● Follow‑Ups – Prioritize callbacks and warm leads—close the loop on client interactions.
● Documentation – Update all tasks, policy changes, quotes, and communications in ECRM
● End‑of‑Day Review – Review your day’s progress and prep follow‑ups for tomorrow. Did you win the day?
Metrics for Success
● Client Retention: Maintain high renewal and retention rates
● Quote-to-Bind Conversion: Close a strong percentage of issued quotes
● Cross‑Sell Count: Track and grow new product attachments
● Service Speed & Accuracy: Short turnaround times and precise documentation
● Client Feedback: Request client reviews with every interaction
● Compliance: Navigate licensing, regulations, and agency procedures consistently
● Client Retention: Maintain high renewal and retention rates
● Quote-to-Bind Conversion: Close a strong percentage of issued quotes
● Cross‑Sell Count: Track and grow new product attachments
● Service Speed & Accuracy: Short turnaround times and precise documentation
● Client Feedback: Request client reviews with every interaction
● Compliance: Navigate licensing, regulations, and agency procedures consistently
Compensation: $50,000.00 - $90,000.00 per year
Do you want a career and not just a job?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Ann Smith - State Farm Agent may be the right fit for you! Come work with an energetic, fun team at Ann Smith - State Farm Agent!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Edmond, OK .
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
- We currently have 3 team members at our agency.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and New Agent Program Qualifier
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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