Insurance Account Manager

The Insurance Account Manager plays a crucial role in supporting the daily business operations and long-term success of the agency. As an integral part of the team, the Insurance Account Manager is responsible for fostering strong customer relationships, acting as a liaison between client needs and agency services, and proactively marketing insurance products and services. This position emphasizes the importance of attentive, customer-focused service and the ability to contribute to both individual and agency growth.

The Insurance Account Manager position offers a dynamic opportunity for those interested in developing a rewarding career in the insurance industry.

Insurance Account Managers are at the forefront of driving agency growth through effective communication, relationship-building, and the strategic promotion of insurance solutions, including property, casualty, life, and health products. As a full-time member of the team, you will work closely with colleagues to ensure every customer receives the highest standard of service and support. The agency is committed to investing in your professional development, providing training, and supporting your pursuit of industry licenses.

This is an excellent opportunity to gain valuable experience and advance your career in a supportive, professional environment.

In this role, the Insurance Account Manager will be responsible for generating leads, scheduling appointments, and identifying client needs in order to recommend suitable insurance products. Success in this position requires a strong work ethic, a commitment to achieving personal and agency goals, and the ability to work collaboratively with the team. The agency values individuals who bring a proactive mindset, a passion for helping others, and a drive to succeed.

Working as an Insurance Account Manager allows you to make a positive impact in your community by helping individuals and families protect what matters most. The agency offers a competitive base salary, performance-based bonuses, paid time off, retirement planning options, and opportunities for growth and advancement within the organization. Comprehensive training and onboarding are provided to ensure your success from day one, and ongoing development opportunities are available to help you reach your full potential in the insurance field.

If you are motivated, sales-minded, and eager to build a career in insurance, this is an exciting role that offers both stability and room for professional growth.

The agency encourages candidates who are bilingual in English and Spanish, possess previous sales experience, or have a proven track record of meeting sales goals to apply. However, all candidates with a strong customer service ethic and the willingness to obtain the necessary insurance licenses are encouraged to pursue this opportunity.

• Key role in daily agency operations and customer relationship management
• Focus on proactive marketing and sales of insurance products
• Opportunities for professional development and advancement
• Supportive team environment committed to success

• Develop leads and schedule appointments with prospective and existing clients
• Identify customer needs and recommend appropriate insurance products and services
• Collaborate with the agency team to achieve marketing and sales goals
• Maintain a strong work ethic and commitment to daily success
• Build and sustain long-lasting customer relationships

• Competitive base salary
• Performance-based bonus opportunities
• Paid time off, including vacation and personal/sick days
• Retirement plan options
• Comprehensive paid training and ongoing professional development
• Valuable industry experience and growth potential

• Bilingual English/Spanish preferred
• Previous sales experience (inside/outside sales, retail sales, or telemarketing) preferred
• Proven record of meeting sales goals or quotas is a plus
• Strong interpersonal and customer service skills
• Ability to obtain Property & Casualty insurance license
• Ability to obtain Life and Health insurance license

• Sales-minded with a proactive approach to customer service
• Excellent communication and relationship-building abilities
• Motivated by personal and professional success
• Adaptable, eager to learn, and committed to ongoing development
• Enthusiastic about contributing to team achievements

• This position is with an independent contractor agent…