Danny Patel - State Farm Insurance Agent
1 - 10 employees
đź’¸ Finance
⚕️ Healthcare Insurance
đź‘Ą B2C
Finance • Healthcare Insurance • B2C
Danny Patel - State Farm Insurance Agent is a licensed State Farm insurance and financial services agency based in Chula Vista, CA that provides personalized insurance and financial solutions to individuals, families, and small businesses across California, Arizona, Oregon, Texas, and Georgia. The office offers a broad range of insurance products including auto, homeowners, condominium, renters, motorcycle, business, life, health (including Medicare supplements), and pet insurance, along with banking, investment services, and annuities. With decades of industry experience and a bilingual, customer-focused team, the agency supports in-person, phone, text, and virtual consultations, helps with state-to-state transfers, provides quotes, handles claims and payments, and aims to create tailored Personal Price Plans to meet clients' coverage and financial planning needs.
Account Manager
Job not on LinkedIn
đź•’ April 13
🏄 California – Remote
đź’µ $45k - $65k / year
⏰ Full Time
🟡 Mid-level
đźź Senior
đź’° Account Manager
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Danny Patel - State Farm Insurance Agent
1 - 10 employees
đź’¸ Finance
⚕️ Healthcare Insurance
đź‘Ą B2C
Finance • Healthcare Insurance • B2C
Danny Patel - State Farm Insurance Agent is a licensed State Farm insurance and financial services agency based in Chula Vista, CA that provides personalized insurance and financial solutions to individuals, families, and small businesses across California, Arizona, Oregon, Texas, and Georgia. The office offers a broad range of insurance products including auto, homeowners, condominium, renters, motorcycle, business, life, health (including Medicare supplements), and pet insurance, along with banking, investment services, and annuities. With decades of industry experience and a bilingual, customer-focused team, the agency supports in-person, phone, text, and virtual consultations, helps with state-to-state transfers, provides quotes, handles claims and payments, and aims to create tailored Personal Price Plans to meet clients' coverage and financial planning needs.
đź“‹ Description
• Proactively generate and follow up on leads to drive new business • Meet and exceed sales targets by closing policies across multiple lines of insurance • Identify customer needs and present tailored insurance solutions • Conduct policy reviews and recommend coverage adjustments • Assist with renewals, cross-selling, and upselling to maximize retention • Maintain accurate records of sales activities and customer interactions
🎯 Requirements
• Prior experience working for a State Farm agent • Must hold current insurance licenses (Property/Casualty and Life/Health) • Strong sales and negotiation skills with a proven track record of success • Ability to build rapport and establish long-term client relationships • Self-motivated, goal-oriented, and eager to grow within a sales-driven environment • Must be willing to work during normal business hours of Pacific Standard Time
🏖️ Benefits
• Hiring bonus • 401(k) • Bonus based on performance • Competitive salary • Flexible schedule • Opportunity for advancement • Paid time off • Training & development
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