Account Manager

About the Role

This role involves engaging with prospective and existing customers to understand their insurance needs, explain options, and help them secure appropriate coverage. It is not a traditional "insurance salesperson" role, but rather one that requires building rapport, listening, clear communication, and confident decision-making support.

Key Responsibilities

• Respond to inbound leads and customer inquiries.
• Build relationships with prospective customers.
• Ask questions to understand each customer's situation and needs.
• Prepare and present insurance options.
• Recommend appropriate products and coverage.
• Follow up with prospective customers and assist them in making decisions.
• Schedule appointments and maintain an active sales pipeline.
• Work toward individual and team goals.
• Build long-term relationships with customers.
• Collaborate with the agency team to ensure a positive customer experience.

Requirements & Tech Stack

• Insurance licensing is required. (Paid licensing and training are provided).
• Comfortable working with customers by phone.

Qualifications

• Enjoy talking with people and can build rapport quickly.
• Like competing and working toward measurable goals.
• Motivated by the opportunity to earn more based on performance.
• Communicate clearly and professionally.
• Organized and comfortable following up consistently.
• Handle rejection without getting discouraged.
• Take coaching well and desire continuous improvement.
• Bring energy and a positive attitude to work.
• Comfortable asking for the sale.
• Seek a career rather than a temporary job.
• Competitive, confident, and personable.
• Goal-oriented.
• Coachable.
• Dependable.
• Motivated by both personal achievement and team success.
• Interested in professional development.

Experience in sales, customer service, retail, hospitality, banking, automotive, wireless, fitness, leasing, or other customer-facing roles may be transferable.

What We Offer

• Base salary plus commission and bonus opportunities ($65,000–$80,000 per year total compensation).
• Paid time off.
• Health benefits (health, dental, and vision insurance).
• Paid insurance licensing.
• Paid training.
• Ongoing sales coaching and development.
• Opportunity for advancement within the agency.
• Employee discounts.