Insurance Account Manager - Primary Location

Join The Petersen Agency, a thriving insurance agency committed to excellence, innovation, and a fully remote work environment. Our team is spread across the nation but united in our passion for delivering top-notch service to our clients. Based in the heart of Rockwall, Texas, we bring a local touch to a virtual workspace, fostering a strong sense of camaraderie and collaboration.

As our next Insurance Account Manager, you will play a pivotal role in managing client accounts, tailoring insurance solutions, and building lasting relationships. You'll have the opportunity to showcase your skills, grow professionally, and contribute to a dynamic team that values individual contributions and team success.

If you're enthusiastic about making a difference, providing unmatched service, and thriving in a fully remote setup, The Petersen Agency welcomes your application. Join us in redefining what it means to excel in the insurance industry!

Salary Range: $36000.00 - $90000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Retirement Plan

Career Growth Opportunities

Responsibilities

Client Management: Maintain relationships with existing clients, addressing their insurance inquiries and ensuring their needs are met.

Policy Renewals: Oversee the renewal process for client policies, ensuring timely and accurate updates.

Customer Support: Provide exceptional support to clients, answering questions, and resolving issues promptly and professionally.

Policy Reviews: Conduct regular reviews of client policies to identify gaps in coverage and make appropriate recommendations.

Account Documentation: Maintain accurate and up-to-date client account records to ensure compliance and efficiency.

Licensing: Active T General Lines Property & Casualty License required.

Experience: Demonstrated experience in insurance sales, account management, or a related field.

Communication Skills: Strong verbal and written communication abilities to engage with clients and team members effectively.

Client-Focused: A genuine commitment to understanding client needs and delivering exceptional service.

Self-Motivated: Ability to work independently, manage workload efficiently, and meet deadlines consistently.

Technologically Proficient: Comfortable using insurance software, CRM systems, and other digital tools effectively.