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 secure 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: • Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy • Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates • Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates • Assist with the renewal process and any policy updates by providing competitive quotes • Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding • 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: • Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.) • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset • Candidates should be very strong communicators and problem solvers, and have great follow-up skills • Active insurance license in your state or willing to get licensed in 90 days • We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well • 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.