Account Manager

Christine Hoard Agency - Farm Bureau Insurance; Clio (MI); On-site; USD 42,000 - 62,000; Full time

Job summary

Christine Hoard Agency – Farm Bureau Insurance is seeking an Account Manager to join our on-site team in Clio, MI. You will manage a portfolio of client accounts, respond to inquiries, and provide guidance onauto, home, life, and commercial insurance solutions.

Day-to-day duties include reviewing coverage options, preparing quotes, processing policy changes, and assisting with claims support. You will proactively follow up with prospects and clients, schedule appointments, and maintain accurate

Qualifications

• Strong customer service and relationship management skills to engage clients.
• Sales and consultative skills to identify client needs and present solutions.
• Organizational and time-management abilities to handle multiple accounts and documentation.
• Familiarity with CRM or agency management systems, email, and basic office software.
• Attention to detail for reviewing policies, changes, and claims support.

Responsibilities

• Manage a portfolio of client accounts and respond to inquiries.
• Provide guidance on auto, home, life, and commercial insurance options.
• Review coverage options, prepare quotes, and process policy changes.
• Assist with claims support and related tasks as needed.
• Proactively follow up with prospects and existing clients and schedule appointments.
• Maintain accurate records in agency systems and collaborate with the team to meet goals.

Skills

Customer service

Relationship management

Sales

Consultative selling

Organization

Time management

Attention to detail

Problem solving

Integrity

Reliability

Client-focused

Clear communication

Tools

CRM systems

Email

Office software

Job description

Company Description

Christine Hoard Agency – Farm Bureau Insurance is a local insurance specialist serving the Clio, MI community and surrounding areas. The agency provides a full range of coverage options, including auto, home, life, and commercial insurance. Its focus is on helping clients protect what matters most through personalized service and tailored policies. Team members work closely with customers to understand their needs, offer clear guidance, and build long-term relationships based on trust and reliability.

Role Description

The Account Manager is a full-time, on-site role based in Clio, MI. This position is responsible for managing a portfolio of client accounts, responding to inquiries, and providing guidance on auto, home, life, and commercial insurance solutions. Day-to-day tasks include reviewing coverage options, preparing quotes, processing policy changes, and assisting with claims support as needed. The Account Manager will proactively follow up with prospects and existing clients, schedule and conduct appointments, and maintain accurate records in agency systems. The role also involves collaborating with the agency team to meet sales and service goals while ensuring a positive customer experience.

Qualifications

• Strong customer service and relationship management skills, with the ability to communicate clearly and professionally.
• Sales and consultative skills to identify client needs, present solutions, and support agency growth.
• Organizational and time-management abilities to handle multiple accounts, follow up promptly, and maintain detailed documentation.
• Comfort with office technology, including CRM or agency management systems, email, and basic office software.
• Attention to detail and problem-solving skills for reviewing policies, handling changes, and supporting claims processes.
• High level of integrity, reliability, and a client-focused mindset.
• Ability to work on-site in Clio, MI and collaborate effectively in a small team environment.
• Prior experience in insurance, financial services, or a related customer-facing role is preferred; applicable state insurance licensing or willingness to obtain is beneficial.