Join Our Team!
We are looking for a motivated, sales-driven Insurance Account Manager to join our growing agency! This position is ideal for someone who enjoys building relationships with existing clients, identifying coverage opportunities, and helping customers protect what matters most.
This role combines insurance sales and customer service, with a strong emphasis on proactive sales, policy reviews, cross-selling, and growing our existing book of business.
Responsibilities
- Conduct proactive policy reviews with existing clients to identify coverage gaps and additional insurance needs.
- Cross-sell additional insurance products to current customers, helping them obtain well-rounded protection.
- Identify sales opportunities within the agency's existing book of business and follow up with clients to generate new business.
- Build and maintain strong relationships with policyholders to encourage retention and customer satisfaction.
- Assist customers with policy changes, coverage questions, renewals, and general service requests.
- Educate clients on available insurance products and make personalized coverage recommendations.
- Consistently meet or exceed individual sales goals and agency performance expectations.
- Maintain accurate client records and document interactions within agency management systems.
Qualifications
- Previous experience in insurance sales and customer service preferred.
- Active Property & Casualty insurance license.
- Strong sales mindset with the ability to identify opportunities and confidently recommend additional coverage.
- Excellent communication, relationship-building, and customer service skills.
- Comfortable making outbound calls and proactively engaging existing clients.
- Self-motivated, organized, and able to balance sales activities with service responsibilities.
- Ability to work independently while contributing to a team-oriented environment.
What We're Looking For
Our ideal candidate is someone who understands that great customer service and strong sales performance go hand in hand. You enjoy helping existing clients, but you're also motivated to uncover new opportunities, initiate conversations, and grow accounts.
If you have insurance experience, enjoy building lasting client relationships, and thrive in a sales-focused environment, we'd love to hear from you!