Account Manager

About Us

Our Client is a full-service insurance provider offering customized coverage solutions across a wide range of industries from small businesses to specialized commercial operations. As a smaller, agile company, we focus on building strong relationships, delivering fast and reliable service, and offering high-touch support that larger agencies can’t match. We are expanding our team and looking for a dedicated professional who is passionate about helping clients protect what matters most.

Position Overview

We are seeking a driven and service-oriented Account Manager & Sales Representative to join our team. This hybrid role combines account management, client service, and new business development. You will manage a book of business, ensure clients receive exceptional support, and proactively pursue new sales opportunities. This position is ideal for someone who thrives in a dynamic environment, enjoys problem-solving, and wants to be part of a company where their impact is felt and appreciated.

Key Responsibilities

Account Management & Client Service

• Serve as the main point of contact for assigned clients across multiple industries.
• Conduct policy reviews, handle renewals, and ensure accurate and timely policy maintenance.
• Resolve client inquiries, provide coverage guidance, and deliver an exceptional service experience.
• Build strong relationships based on trust, expertise, and responsiveness.

Sales & Business Development

• Identify, pursue, and close new business opportunities through referrals, outreach, and networking.
• Develop tailored insurance proposals and present solutions to prospective clients.
• Maintain an active sales pipeline and meet or exceed production goals.
• Represent the company at industry events, networking functions, and community activities (as needed).

Administrative & Operational

• Prepare and process applications, endorsements, and quotes accurately.
• Collaborate closely with carriers to ensure competitive pricing and coverage options.
• Maintain detailed CRM records, activity logs, and follow-up schedules.
• Stay informed about market trends, carrier products, and regulatory changes.

Qualifications

• Experience in insurance, account management, or sales preferred (commercial lines experience highly valuable).
• Active insurance license (Property & Casualty) or the ability to obtain one promptly.
• Strong communication and interpersonal skills with a customer-first mindset.
• Self-starter with the ability to prioritize, manage multiple tasks, and work independently.
• Sales-driven attitude with a desire to grow revenue and expand client relationships.
• Strong attention to detail and organizational skills.
• Comfortable working in a smaller company environment where flexibility and teamwork are essential.

Pay: $85,000.00 - $115,000.00 per year

Benefits:

• Health insurance
• Paid time off

Work Location: In person