New Business Account Manager

About the Role

The New Business Account Manager is a full-time, on-site position located in Baton Rouge, LA. This role focuses on generating new business by identifying prospects, responding to inquiries, and presenting appropriate insurance solutions.

Key Responsibilities

• Conducting needs-based conversations with potential customers.
• Preparing quotes.
• Managing follow-ups.
• Converting leads into active policies.
• Maintaining accurate records in the agency’s systems.
• Supporting renewal and cross-sell opportunities.
• Collaborating with the team to meet sales and service goals.
• Frequent customer interaction, both in person and by phone or email.

Requirements & Tech Stack

• New Business Development and Sales skills.
• Account Management and Relationship Building skills.
• Strong Communication skills (verbal, written, active listening).
• Customer service experience and comfort working in a client-facing environment.
• Organizational skills, attention to detail, and ability to manage multiple tasks and follow-ups.
• Agency’s systems (for record maintenance).

Qualifications

• Relevant insurance licenses (or willingness to obtain them promptly) are preferred and may be required by state regulations.
• Prior experience in insurance, financial services, or sales is beneficial but not strictly required.
• High school diploma or equivalent required.
• Post-secondary education in business, finance, or a related field is a plus.