Account Manager - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I opened my agency in 2019, and since then, weve built a close-knit team of five dedicated professionals who truly enjoy working and growing together. Before becoming an agent, I spent 15 years in corporate finance as a CPA in New York, which gave me a strong foundation in helping people make smart financial decisions. Im a proud Syracuse graduate, a mom to two boys (11 and 13), and when Im not in the office, you can usually find me on the golf course or spending time with my dog, Charlie.

Were actively involved in our community, from serving on the board of the Jersey Shore Chambers to participating in networking events, happy hours, and womens chamber initiatives. Our office is built on collaboration we support one another, celebrate wins as a team, and focus on achieving success together.

Team members enjoy consistent training and development opportunities, license reimbursement, and a SIMPLE IRA to support their long-term goals. Were looking for motivated, team-oriented individuals who are eager to grow, contribute, and thrive in a supportive environment.

If youre searching for a workplace where collaboration, growth, and community impact go hand in hand, this could be the perfect place for you.

ROLE DESCRIPTION:
At Jen Ortiz - State Farm Agent, we are looking for a motivated Account Manager - State Farm Agent Team Member who is eager to contribute to the continued success of our agency. In this role, youll engage directly with customers to understand their unique situations, offer coverage solutions that provide real value, and support them with excellent service throughout the process. Your enthusiasm for helping people and your focus on growth will make you a strong fit for our team.

This is a great opportunity for someone who enjoys sales, values meaningful connections, and is committed to professional development. Those who excel will find opportunities to take on greater responsibility and advance within the agency.

RESPONSIBILITIES:

• Prospect and connect with potential customers to expand the agencys reach.
• Provide clear explanations of insurance options, helping customers make informed decisions.
• Nurture long-term relationships through consistent follow-up and customer care.
• Manage customer files accurately and handle policy servicing needs.

QUALIFICATIONS:

• Confident communicator with strong relationship-building skills.
• Background in sales or customer service is preferred but not required.
• Self-motivated, goal-oriented, and eager to achieve results.
• Organized and able to manage multiple tasks effectively.