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Account Manager - State Farm Agent Team Member
Account Manager - State Farm Agent Team MemberKaren Boone - State Farm Agent • Raleigh, NC, US
Account Manager - State Farm Agent Team Member

Account Manager - State Farm Agent Team Member

Karen Boone - State Farm Agent • Raleigh, NC, US
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Benefits :

  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Paid time off
  • Training & development

ROLE DESCRIPTION :   The Office Manager oversees daily operations of the State Farm agency office, ensuring efficient workflows, excellent customer service, and compliance with company policies. This position supports the agent in managing staff, handling administrative tasks, and optimizing office productivity.

RESPONSIBILITIES :

Office Administration :

  • Manage daily office operations, including scheduling, supply inventory, and maintaining a professional work environment.
  • Oversee administrative processes such as mail handling, data entry, and recordkeeping.
  • Maintain office equipment and coordinate repairs or upgrades as needed.

    • Staff Supervision :

  • Train, supervise, and support office staff and customer service representatives.
  • Assign tasks, monitor performance, and provide feedback to team members.
  • Assist in recruitment and onboarding of new employees.

    • Customer Service :

  • Ensure customers are greeted and assisted in a professional, friendly manner.
  • Handle escalated customer inquiries and resolve issues promptly.
  • Maintain high standards of client confidentiality and service quality.

    • Sales Support :

  • Assist the agent with sales processes, including quoting, policy changes, and follow-ups.
  • Track leads, appointments, and conversion rates.
  • Support marketing initiatives and community outreach.

    • Compliance & Reporting :

  • Ensure office activities comply with State Farm policies, procedures, and regulatory requirements.
  • Prepare and submit required reports to the agent and / or corporate office.
  • Maintain accurate records for audits and reviews.

    • Financial Tasks :

  • Manage office budget, expenses, and petty cash.
  • Assist with payroll and invoice processing.

    • QUALIFICATIONS :

  • Experience in office management, administration, or customer service (insurance industry preferred).
  • Strong leadership, communication, and organizational skills.
  • Proficiency with office software (Microsoft Office, CRM systems).
  • Ability to multitask and manage competing priorities.
  • High school diploma required; college degree preferred.
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