Employer Profile

Job description


The Agency Account Manager works to maximize positive customer experiences by quickly responding to and resolving customer policy and account-related inquiries. Communicate with customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts, while effectively identifying the need for and cross-selling additional products.

Core job duties include (but are not limited to):

  • Establish customer requirements and expectations in order to help the customer identify their specific product needs.
  • Cross-sell/up-sell appropriate products to existing customers as needed.
  • Solicit, sell, and negotiate new business policies.
  • Record client interactions and transactions, detailing client inquiries, requests, concerns, comments, and any actions taken.
  • Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on identified needs.
  • Ensure policies sold and managed in the agency meet the underwriting principals of the Underwriting Quality Index (UQI).
  • Understand the claims process and act as a liaison between the claims adjuster, client and claimant.

Core Competencies

Principled – Ethical, honest and enthusiastic.

Drive and Productivity - Able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.

Communication - Exceptional verbal and written communication, detail oriented and outstanding follow-up skills.

Innovation - Welcomes innovation and improvement recommendations.

Team Work - Welcomes feedback when offered and works well with others.

Preferred Skills and Abilities

  • Candidate must be able to pass state property/casualty and life insurance licensing or currently hold licenses. Pre-licensed with sales experience HIGHLY desired.
  • Previous customer service experience in a high-traffic field preferred.
  • Experience with Microsoft Office Suite and general Windows OS Navigation.
  • Strong analytical and conflict resolution skills.
  • Desire for personal growth.
  • Likes to have fun and thrives in a positive work environment!


  • Paid holidays a year ( New Year’s Day, Labor Day, July 4th, Memorial Day, Thanksgiving, day after Thanksgiving, half-day Christmas Eve, Christmas Day ).
  • 10 Days Paid time off.
  • Health insurance stipend.
  • Candidates are reimbursed for licensing fees if not previously licensed already. (paid after 90 days)

Benefit Conditions:

  • Waiting period may apply
  • Only full-time employees eligible

Work Remotely

  • No. Preferred candidate will have a desk in the agency.
  • Can be accommodated on an "as needed" temporary basis.

Job Type: Full-time

Pay: $35,000.00 - $58,000.00 per year