Licensed Inside Sales Account Manager

Job Description

We are seeking a highly motivated and results-oriented Licensed Account Manager to join our growing team. The ideal candidate will be a skilled communicator with a proven track record of success in building and maintaining strong client relationships within the insurance industry. In this role, you will be responsible for managing a portfolio of existing client accounts, providing exceptional customer service, and identifying opportunities for cross-selling and upselling insurance products.

• Paid Time Off (PTO)
• Retirement Plan
• Evenings Off
• Career Growth Opportunities
• Mon-Fri Schedule
• Flexible Schedule

• Develop and maintain strong, long-term relationships with clients.
• Proactively identify and address client needs and concerns.
• Conduct regular client reviews to ensure satisfaction and identify areas for improvement.
• Respond promptly and effectively to client inquiries and requests.

• Identify cross-selling and upselling opportunities within existing accounts (e.g., bundling home and auto insurance, adding life insurance).
• Develop and implement account growth strategies.
• Help agency achieve and exceed sales targets and quotas.

• Assist clients with policy changes, renewals, and claims.
• Ensure client policies are accurately documented and maintained in agency management systems.
• Stay informed about industry trends, regulatory changes, and new product offerings.

• Provide exceptional customer service at all times, demonstrating empathy and professionalism.
• Resolve client issues and complaints effectively and efficiently.
• Build and maintain strong relationships with internal teams (e.g., underwriters, claims adjusters).

• Maintain accurate client records and documentation.
• Prepare reports and presentations as needed.
• Participate in team meetings, industry events, and continuing education courses.

• Active and valid Property & Casualty insurance license required.
• Proven experience in insurance sales or account management
• Excellent communication, interpersonal, and presentation skills
• Strong customer service and problem-solving skills
• Strong organizational and time-management skills
• Ability to work independently and as part of a team
• Farmers Insurance experience a plus but not required