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Skills
Communication Skillsunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Retention/Renewalunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Detail Orientedunmatched
Documentationunmatched
Establish Prioritiesunmatched
Insurance Salesunmatched
Needs Assessmentunmatched
Organizational Skillsunmatched
People Managementunmatched
Problem Solving Skillsunmatched
Record Keepingunmatched
Reimbursementunmatched
Resolve Customer Issuesunmatched
Salesunmatched
Sales Managementunmatched
Team Playerunmatched
Training/Teachingunmatched
Description
Benefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Position Overview: Are you someone who enjoys building relationships, solving problems, and helping clients find the right solutions? We're looking for an Account Manager who can deliver exceptional customer experiences while identifying opportunities to grow and strengthen client relationships.
In this role, you'll work directly with clients to understand their needs, provide guidance, and ensure they receive the support and coverage solutions that best fit their situation. This is an excellent opportunity for someone who enjoys both customer service and sales in a collaborative, fast-paced environment.
Responsibilities:
Build and maintain strong relationships with new and existing clients.
Serve as a trusted resource by answering questions and providing ongoing support.
Conduct account reviews and identify opportunities to enhance client protection and satisfaction.
Follow up on leads, referrals, and client inquiries.
Assist clients with policy updates, renewals, and account maintenance.
Educate clients on available products and services that align with their needs.
Work closely with team members to achieve agency growth goals.
Maintain accurate client records and documentation.
Qualifications:
Property & Casualty license required or ability to obtain upon hire.
Previous experience in insurance, sales, customer service, or account management preferred.
Strong communication and relationship-building skills.
Comfortable discussing products, recommendations, and solutions with clients.
Ability to prioritize tasks and manage multiple responsibilities.
Experience with CRM or agency management systems is a plus.
What Makes You Successful?
You genuinely enjoy helping people.
You are proactive and solution-oriented.
You thrive in a relationship-focused environment.
You are organized, detail-oriented, and dependable.
You enjoy contributing to both team and individual success.