Account Manager

Role Overview

• Proactively generate and follow up on leads to drive new business.
• Meet and exceed sales targets by closing policies across multiple lines of insurance.
• Identify customer needs and present tailored insurance solutions.
• Conduct policy reviews and recommend coverage adjustments.
• Assist with renewals, cross-selling, and upselling to maximize retention.
• Maintain accurate records of sales activities and customer interactions.

Requirements

• Property/Casualty insurance license (must be able to obtain, current licensees preferred)
• Strong sales and negotiation skills with a proven track record of success
• Ability to build rapport and establish long-term client relationships
• Self-motivated, goal-oriented, and eager to grow within a sales-driven environment
• Bilingual Spanish preferred

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development