Account Manager - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Dental insurance
• Vision insurance

ABOUT OUR AGENCY:
Founded in 2012, Daniel Parker State Farm is a Tulsa-based agency serving individuals, families and business owners throughout Oklahoma. Our team brings together more than 165 years of experience across insurance and financial services, with professional backgrounds that include commercial insurance, banking, residential lending, customer service and financial services.

Our work goes beyond routine policy transactions. We work with established households, professionals and business owners whose needs can become more involved as their families, assets and businesses grow. Our team handles household insurance reviews, commercial insurance, life and retirement planning, ongoing account service and more complicated customer situations. For an experienced insurance professional, that creates opportunities to broaden your knowledge and work through more detailed customer needs.

Daniel has more than 25 years of insurance and financial-services experience, earned a B.S. in Biomedical Chemistry from Oral Roberts University and holds FINRA 6, 63 and 65 registrations. His agency is also a six-time State Farm President's Club recipient.

Our culture is professional, growth-minded and supportive. We value technical knowledge, thoughtful customer conversations, accountability and consistent follow-through. Experienced team members coach and support one another, and employees who demonstrate the ability and initiative to take on more are given opportunities to grow their responsibilities and careers.

Giving back is also important to our agency. We are actively involved with CarePortal, supporting foster children and families facing difficult circumstances in our community. Team members also enjoy health, dental and vision benefits, up to a 4% 401(k) match, paid time off, team outings, birthday lunches and a well-equipped break room with a full kitchen, stocked drinks and gourmet coffee.

ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Daniel Parker - State Farm Agent, you play an important role in both our daily operations and the quality of the customer relationships we build. You work with existing and prospective customers, conduct thoughtful account reviews, identify changing insurance and financial needs and help work through more detailed customer situations. You use your experience to explain coverage clearly, identify appropriate solutions and follow through on the details.  You will have the opportunity to use your judgment, take initiative and move customer conversations toward action when you identify an opportunity to improve their insurance or financial position. 

This position is designed for an experienced insurance professional who wants to continue growing professionally rather than simply processing transactions. As a knowledgeable, accountable and relationship-minded professional who enjoys solving problems and taking ownership of customer needs, you will have opportunities to broaden your insurance knowledge and take on greater responsibility within our agency.

RESPONSIBILITIES:

• Develop and maintain strong customer relationships that support retention, referrals and agency growth.
• Conduct household and account reviews to identify changing insurance needs and potential coverage gaps. 
• Explain insurance coverage, options and tradeoffs in clear, practical language. 
• Work with households that may include multiple vehicles, properties, teenage drivers and greater liability exposure. 
• Assist business owners with commercial insurance needs and account reviews. 
• Identify opportunities for conversations involving life, retirement and broader financial needs.
• Research and help resolve more complicated customer situations while maintaining strong follow-through. 
• Coordinate with other experienced team members when customer needs require additional knowledge or perspective. 
• Maintain accurate documentation and follow agency processes for account management and follow-up. 
• Meet individual production and relationship-development goals while maintaining a customer-focused approach.

QUALIFICATIONS:

• 3–5+ years of insurance experience strongly preferred.
• Current property and casualty insurance license strongly preferred.
• Life and health insurance licensing preferred.
• Experience in commercial insurance, complex personal lines, insurance account management, underwriting, claims or agency operations is particularly valuable.
• Experience conducting insurance reviews and identifying changing customer needs. 
• Confident making recommendations and helping customers move from questions to decisions.
• Takes initiative rather than waiting to be told what needs to happen next.
• Comfortable working through situations where the answer is not immediately obvious and using judgment to identify the next best step.
• Strong communication, relationship-building and problem-solving skills. 
• Strong attention to detail with demonstrated follow-through. 
• Motivated by measurable goals and enjoys seeing individual effort contribute to agency growth.
• Comfortable discussing additional insurance and financial needs when appropriate. 
• Proven ability to meet production or performance goals. 
• Able to work independently while collaborating with an experienced team. 
• Interested in continuing to build technical insurance knowledge and professional responsibility. 
• Spanish-English bilingual skills are highly valued; proficiency in additional languages is also a plus.