Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Job Title: Account Manager – Hybrid Role (Sales & Service)
Location: Saratoga, CA
Job Type: Full-Time
Location: Saratoga, CA
Job Type: Full-Time
Ready to grow your career and make a difference? Join a team that values relationships, rewards results, and supports your professional development every step of the way.
At the Nelson Agency, we’re not just in the business of insurance—we’re in the business of helping people. As an Account Manager, you’ll play a key role in protecting what matters most to our clients while building lasting relationships and contributing to a positive, high-performing team.
This is a hybrid role combining both sales and service, ideal for someone who thrives in a dynamic environment where no two days are the same.
What You’ll Do:
- Build strong, trusting relationships with new and existing clients
- Conduct regular policy reviews and offer coverage recommendations
- Proactively reach out to prospects and follow up on warm leads
- Deliver outstanding service by resolving client concerns and questions
- Present and explain insurance products to meet individual needs
- Collaborate with the agency team to meet and exceed growth goals
What We’re Looking For:
- Experience in insurance, account management, or customer service preferred
- A natural communicator with strong interpersonal and problem-solving skills
- Motivated by results and excited about helping others
- Comfortable having sales conversations and recommending solutions
- Ability to work independently and as part of a team
- Property & Casualty and Life & Health Insurance licenses (or willingness to obtain – we’ll support you!)
Why Join Us?
- Competitive base salary + commission and bonus opportunities
- Career development with opportunities to grow into a licensed agent role
- Supportive, team-oriented environment
- Training and mentorship from experienced professionals
- Paid time off, benefits and paid training
Make a difference in your community. Grow your career. Join a team that’s invested in you.
Apply today—we’d love to meet you!
Compensation: $65,000.00 - $85,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Cupertino, CA and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none