Account Manager

Joffe State Farm Insurance Agent

About the Role

The Account Manager is a full-time, on-site role based in Mesa, AZ. This position is responsible for managing a portfolio of customers, providing guidance on auto, home, life, and financial products, and ensuring that each customer understands their coverage options.

Key Responsibilities

• Responding to inquiries
• Conducting needs-based conversations
• Preparing quotes
• Processing policy changes
• Proactively following up with customers to maintain strong relationships
• Collaborating with the agent and team to meet service and sales goals
• Supporting claims processes
• Upholding the agency’s commitment to clear, calm, and customer-focused service

Requirements & Tech Stack

• Proficiency with office software, CRM or agency management systems
• Accurate data entry

Qualifications

• Customer service and relationship-building skills, with the ability to listen, explain clearly, and communicate with empathy.
• Sales and consultative skills, including experience in needs-based conversations, presenting options, and guiding customers through decisions.
• Organizational and administrative skills, such as managing customer accounts, handling documentation, and following up in a timely manner.
• Basic financial and insurance literacy, with the ability to learn State Farm products and explain coverage in straightforward terms.
• Comfort working in an on-site, fast-paced agency environment and collaborating within a small team.
• High school diploma or equivalent required.
• Ability to obtain and maintain required state insurance licenses (e.g., Property & Casualty, Life & Health) within a defined timeframe.
• Some college or prior insurance/financial services experience is a plus.