Insurance Account Manager - Customer Service & Sales

The Katie Gale Agency is a growing insurance agency looking for a motivated, dependable, and outgoing individual to join our team!

Our ideal candidate is already Property & Casualty licensed and has previous experience working in the insurance industry. We're looking for someone who understands insurance policies, enjoys building client relationships, and can confidently balance customer service responsibilities with sales production.

We're not looking for someone who simply answers phones and processes paperwork. We're looking for a relationship builder, problem solver, and self-starter who genuinely enjoys helping people while identifying opportunities to grow our business.

This position combines exceptional customer service with sales responsibilities. You'll help manage existing client relationships, assist with policy changes and questions, and proactively identify opportunities to provide additional coverage.

This is a performance-driven position with a minimum sales expectation of $10,000 in new written premium per month.

The ideal candidate is organized, confident, personable, and comfortable balancing daily service responsibilities with measurable sales goals.

What We Offer

• Full-time position with an established, growing independent insurance agency.
• Opportunity to work with multiple insurance carriers and products.
• Supportive, team-oriented office environment.
• Opportunity for professional development and advancement.
• A role that rewards initiative, accountability, and strong performance.
• Compensation and incentive opportunities discussed during the interview process.

What Success Looks Like

Success in this role means providing an exceptional client experience while consistently contributing to agency growth.

You'll be expected to manage your daily service responsibilities efficiently, follow through on client needs, identify new sales opportunities, and maintain a minimum of $10,000 in new written premium each month.

If you're someone who enjoys helping people, takes pride in your work, and loves the satisfaction of hitting a goal, we'd love to meet you!

Salary Range: $2500.00 - $4000.00 per month

Monthly Base Salary + Commission + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Responsibilities

Customer Service & Account Management

• Provide outstanding customer service to existing and prospective clients.
• Answer incoming calls, emails, and client inquiries promptly and professionally.
• Process policy changes, renewals, endorsements, and coverage updates.
• Assist clients with billing questions, claims guidance, and general policy information.
• Build strong, lasting relationships with clients.
• Maintain accurate client records and documentation in agency management systems.
• Proactively contact clients regarding renewals, coverage reviews, and account needs.

Sales & Business Development

• Generate a minimum of $10,000 in new written insurance premium each month.
• Identify cross-selling opportunities within our existing book of business.
• Quote and sell home, auto, renters, umbrella, and other insurance products.
• Follow up consistently on quotes, leads, and potential sales opportunities.
• Conduct coverage reviews to identify gaps and recommend appropriate solutions.
• Educate clients on insurance options and help them make informed decisions.
• Meet established activity, follow-up, and production expectations.
• Contribute to overall agency growth and retention goals.

We're looking for someone who:

• Has insurance experience: Already understands the insurance industry, policy servicing, quoting, and client relationships.
• Takes initiative: Doesn't wait to be told what needs to be done.
• Is sales-minded: Enjoys meeting goals and understands that selling is part of great customer service.
• Is genuinely personable: Builds relationships easily and makes clients feel valued.
• Is highly organized: Can manage multiple tasks without letting things fall through the cracks.
• Is accountable: Takes ownership of responsibilities, performance, and results.
• Is proactive: Recognizes opportunities and takes action without constant supervision.
• Is coachable: Welcomes feedback and is motivated to improve.
• Is detail-oriented: Understands that accuracy matters in insurance.
• Has a positive attitude: Brings energy, professionalism, and a solutions-focused mindset to the office.
• Is a team player: Willing to jump in and help wherever needed.

Requirements:

• Active Property & Casualty insurance license strongly preferred.
• Previous insurance agency experience strongly preferred, particularly in personal lines customer service, account management, or sales.
• Previous customer service experience required.
• Sales experience strongly preferred.
• Familiarity with insurance quoting platforms and agency management systems is a plus.
• Strong written and verbal communication skills.
• Comfortable discussing insurance coverage, pricing, and sales opportunities.
• Ability to multitask and prioritize in a fast-paced office environment.
• Strong computer skills and ability to learn new software systems.
• Ability to work independently while contributing to team goals.
• Dependable attendance and strong work ethic.
• Willingness and ability to consistently meet monthly sales expectations.
• Candidates who are not currently licensed must be willing to obtain the required licensing.