Account Manager/Inside Sales
Listed on 2026-03-01
-
Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent
Position Overview
We are seeking a driven Account Manager / Inside Sales professional to support client relationships and policy servicing within an insurance agency environment. This role focuses on maintaining existing accounts, identifying cross‑selling opportunities, and generating new business through inside sales initiatives. The ideal candidate combines strong customer service skills with sales confidence, ensuring high client retention while contributing to revenue growth.
Key Responsibilities- Manage and service a portfolio of personal and/or commercial insurance accounts
- Handle inbound and outbound communications regarding policy updates, renewals, and coverage modifications
- Generate new business through inside sales efforts and cross‑selling strategies
- Prepare quotes, applications, endorsements, and policy documentation
- Support renewal processes, remarketing efforts, and client retention initiatives
- Maintain accurate client records and follow up on outstanding documentation
- Deliver consistent, high-quality client service to strengthen long‑term relationships
- Experience in insurance account management or inside sales
- Knowledge of personal and/or commercial insurance products preferred
- Strong customer service and relationship‑building abilities
- Ability to manage multiple accounts and meet deadlines
Active insurance license or ability to obtain (preferred) - Professional, client‑facing communication skills
- Strong organizational and follow‑up discipline
- Paid time off (PTO)
- Company‑recognized holidays
- Competitive base salary with commission or bonus potential
- Opportunities for long‑term growth and advancement
- Stable, team‑oriented insurance agency environment
This position operates within a professional insurance agency setting, supporting clients primarily through phone, email, and internal systems. The role requires strong attention to detail, relationship management, and collaboration within a team‑focused environment.
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