Account Manager - State Farm Agent Team Member
About The Position
Bill Weychert State Farm is seeking a Customer Retention Specialist who leads with service excellence while confidently supporting in-book sales growth. This role is ideal for a professional who enjoys helping existing clients, solving problems, and strengthening customer relationships, while also being accountable to monthly sales goals through needs-based coverage recommendations. You will work primarily with our existing book of business, assisting with renewals, policy changes, service requests, and proactive account reviews. In addition to providing excellent customer support, you will identify coverage gaps and recommend additional protection that benefits both the customer and the agency. Full licensing is required. Candidates must hold Property & Casualty and Life & Health licenses. If not fully licensed, candidates must obtain their Property & Casualty license prior to Day 1 start in the agency. Licensing guidance and support will be provided.
Requirements
- Strong service mindset with the ability to confidently transition into sales conversations
- Proven relationship-building and customer communication skills
- Comfort being accountable to monthly sales and retention goals
- Excellent problem-solving skills and follow-through
- Detail-oriented with a strong focus on customer experience
- Ability to work in a fast-paced, client-focused environment
- Full licensing required: Property & Casualty and Life & Health
- Property & Casualty must be obtained prior to Day 1 start, with support provided
Nice To Haves
- Prior customer service, account management, or insurance experience preferred
Responsibilities
- Communicate with existing customers regarding renewals, coverage questions, and policy updates
- Provide calm, professional service during billing, policy, and claims-related conversations
- Conduct proactive account reviews and assist with endorsements, changes, and updates
- Identify coverage gaps and pivot service conversations into in-book sales opportunities
- Recommend additional products using a needs-based, customer-first approach
- Meet monthly in-book sales goals while maintaining service quality
- Maintain accurate documentation of customer interactions and follow-up activity
- Collaborate with the team to support retention, service standards, and agency growth
Benefits
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k)
- Bonus based on performance
- Competitive salary
- Licensing guidance and support
- Ongoing training and professional development
- Clear expectations and measurable monthly goals
- Supportive team culture focused on service, accountability, and growth
- Long-term career opportunities within a stable, growing agency
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
