Account Manager

Job Description

Job Description

As a Farmers Insurance Account Manager, you'll have the opportunity to build a business that makes a meaningful impact in your community. You'll help clients protect what matters most while developing a rewarding career with unlimited growth potential. This role is ideal for someone who is entrepreneurial, driven, and ready to be rewarded for results. Whether you're looking to take your sales career to the next level or transition from an unrelated previous industry where you can utilize your strengths in customer service, account management, sales and leadership, Farmers provides the platform to help you get there.

This position offers a guaranteed base salary of $3200 per month for full time with a total earning potential of $75,000 annually including commissions and bonus opportunities.

Annual Base Salary + Commission

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Insurance Customer Retention & Cross-Sales

Specialist

Position Responsibilities

Primary Responsibilities

The Insurance Customer Retention & Cross-Sales Specialist is responsible for strengthening client relationships, increasing household policy retention, identifying additional insurance needs, and providing exceptional customer service. This role focuses on maximizing opportunities within our existing client base while supporting the daily operations of the agency.

Client Outreach & Relationship Building

Proactively contact current policyholders to build and strengthen client relationships.

Prioritize outreach to households whose policies were acquired from another agency or agents office.

Conduct regular policy review appointments by phone, virtual meeting, or in person.

Maintain consistent follow-up with clients to ensure satisfaction and identify future insurance needs.

Cross-Selling & Account Development

Review existing accounts to identify cross-sell and upsell opportunities.

Recommend additional products and coverage enhancements.

Schedule future review dates (X-Dates).

Document conversations and follow-up activities.

Meet or exceed agency goals for cross-sold policies and account rounding.

Coverage Reviews

Evaluate current coverages for adequacy, gaps, discounts, and eligibility.

Educate clients on coverage options.

Prepare quotes and proposals.

Present recommendations professionally.

Referral Generation

Request referrals from clients.

Obtain contact information for referrals including phone number and email address.

Document and follow up on referrals.

Customer Service & Policy Support

Assist with policy servicing requests.

Process policy changes, endorsements, cancellations, reinstatements, and other service transactions.

Document changes in client file.

Answer client questions regarding coverage, billing, and policy information.

Follow up with clients to complete all application documents.

Communicate with underwriters and clients regarding post bind and renewal inspections.

Assist clients with compliance requirements.

Sales Support

Assist with quoting inbound calls and walk-ins.

Prepare accurate quotes and support agency sales objectives.

Participate in marketing activities through email campaigns and business to business marketing events.

Administrative Responsibilities

Maintain accurate client records.

Complete documentation according to agency procedures.

Follow compliance requirements.

Participate in meetings and training.

Performance Expectations

Deliver outstanding customer service.

Consistently identify cross-sell opportunities.

Increase retention and household penetration.

Schedule policy reviews.

Generate referrals.

Maintain professionalism and timely follow-up.

Must have an active Property & Casualty license.

Sales or customer service experience (preferred but not required)

Life, Health & Annuities license preferred OR willing to get with training materials provided at no cost.

Strong communication and interpersonal skills

Motivation to learn and grow in a results-driven environment

A desire to pursue a career with uncapped income and unlimited opportunities for personal and professional growth