We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high-growth as we attain new business, we’ll provide the training you need to succeed in this position. Start your application today! Responsibilities: • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process • Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates • Consult with clients to help process quotes and issue renewals or any updates needed to current policies • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations • Client Relationship Management: Develop and maintain strong relationships with clients to understand their unique insurance needs and preferences. Conduct regular check-ins and follow-ups to ensure ongoing satisfaction and retention. • Product Education: Educate clients on various insurance products, including property, casualty, life, and health insurance. Explain complex insurance terms and concepts in a clear and understandable manner to help clients make informed decisions. • Customized Solutions: Provide personalized quotes and customize insurance plans based on client requirements. Analyze individual circumstances to recommend appropriate coverage options that fit their lifestyle and financial situation. • Sales Achievement: Achieve and exceed sales targets through proactive outreach, networking, and follow-up with leads. Utilize various sales techniques, including referrals, cold calling, and client presentations, to generate new business opportunities. • Policy Reviews: Conduct regular policy reviews with clients to assess their current coverage and recommend adjustments as necessary to ensure adequate protection against potential risks. • Industry Knowledge: Stay up-to-date with industry trends, regulations, and product knowledge to provide clients with the most relevant and timely information. Participate in ongoing training and professional development opportunities to enhance skills and expertise. • Collaboration: Collaborate with team members to enhance customer service and satisfaction, sharing best practices and insights to improve overall performance and client experiences. Qualifications: • Must have active insurance license in your state or must be willing to get licensed in 90 days • Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match • We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well • Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.) • Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role • High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is preferred. • Current state insurance license for Property & Casualty and Life & Health (or willingness to obtain). • Previous sales experience, preferably in the insurance industry, with a demonstrated track record of meeting or exceeding sales goals. • Strong communication, interpersonal, and negotiation skills, with the ability to build rapport and trust with clients. • Self-motivated with a results-driven approach, capable of working independently as well as part of a team. • Proficient in using CRM software, MS Office Suite, and other technology tools to manage client interactions and sales activities. Compensation: $36,000 Base + Commissions

• Client Relationship Management: Develop and maintain strong relationships with clients to understand their unique insurance needs and preferences. Conduct regular check-ins and follow-ups to ensure ongoing satisfaction and retention. • Product Education: Educate clients on various insurance products, including property, casualty, life, and health insurance. Explain complex insurance terms and concepts in a clear and understandable manner to help clients make informed decisions. • Customized Solutions: Provide personalized quotes and customize insurance plans based on client requirements. Analyze individual circumstances to recommend appropriate coverage options that fit their lifestyle and financial situation. • Sales Achievement: Achieve and exceed sales targets through proactive outreach, networking, and follow-up with leads. Utilize various sales techniques, including referrals, cold calling, and client presentations, to generate new business opportunities. • Policy Reviews: Conduct regular policy reviews with clients to assess their current coverage and recommend adjustments as necessary to ensure adequate protection against potential risks. • Industry Knowledge: Stay up-to-date with industry trends, regulations, and product knowledge to provide clients with the most relevant and timely information. Participate in ongoing training and professional development opportunities to enhance skills and expertise. • Collaboration: Collaborate with team members to enhance customer service and satisfaction, sharing best practices and insights to improve overall performance and client experiences.