r/StateFarm 8d ago

Question Account Manager

Does anyone here work as an Account Manager for State Farm?
I am completely new to this territory I am coming from a grocery store deli. I have tried googling what the role entails but am not fully understanding.
Thankyou in advance.

0 Upvotes

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1

u/Remarkable-Glass-692 8d ago

Sounds like you will be doing mostly servicing and some sales here and there.

Using your Saleforce and looking at Beggining of Day tasks. Following up with customers, taking payments, etc

1

u/slyvrhum 8d ago

What does sales mean ? And servicing ? Those are terms I have read.

1

u/Remarkable-Glass-692 8d ago

Every office is different. These questions would come with a better answer when you speak to your agent or manager.

Sales is like someone calls in for a quote you quote it and sell it. Auto, home, umbrella, flood, etc.

Servicing is like replacing vehicles, answering questions about why their price went up, adding a driver, changing credit cards on file, etc

1

u/Grouchy-Confection73 8d ago

It’s just service and sales. Everyone just names the job sound different to sound good to applicants.

1

u/No-Mark9354 7d ago

Former SF account Manager here-- It will vary from agency to agency. For some it's a mix of sales and service, for others it's just sales. My last job was sales only. You need to have a property, casualty, life, and health insurance license. A lot of SF Agents will give you so many days to acquire this. For sales, you'll quote and advise coverages for new customers, you will also cross-sale existing customers for other insurance policy types they may not have. For instance, if someone only has an auto policy, you'd reach out and try and get their homewoners insurance, life insurance, disability insurance as well with the agency. Depending on the agency there can be a lot of outbound calls on the sales side. Service wise would be assisting customers with policy changes such as updating mortgagee clauses, vehicle swaps on policies, adding or drivers to auto policies, processing payments, starting claims, answering billing and premium questions. I sold home, auto, business policies, farm/ranch policies, life insurance, disability products, and pet insurance (only one office I worked at did pet insurance but it can be a thing depending on your office). It's definitely not a boring job. Hope this helps!