Account Manager

Combined Agents of America, LLC; Fairview (OK); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability

Job summary

Eitzen Insurance Group is seeking an Account Manager to maintain and maximize profitable client relationships and grow the book of business through new client sales. The role emphasizes in-person and remote communication, timely quotations, and strong client service to ensure renewal and retention.

The candidate should have an insurance license, at least two years in account management for personal and commercial lines, and a Bachelor’s degree or equivalent experience.

Qualifications

• Hold an insurance license as required by the state.
• Minimum two years of personal and commercial lines account management experience.
• Bachelor’s Degree or comparable work experience.
• Valid driver’s license and reliable transportation.
• Proven sales success and ability to close new business.

Responsibilities

• Identify and develop commercial insurance opportunities with new and existing clients.
• Maintain relationships with clients and provide timely quotations and account support.
• Partner, network, and plan for new client opportunities.
• Monitor sales targets and document activity promptly and accurately.
• Collaborate with team, mentor staff, and participate in meetings as needed.
• Support renewal and retention and maintain client relationships.
• Review client audits and manage A/R and billing.

Skills

B2B sales

Presentation skills

Negotiation skills

Time management

Customer focus

Education

Bachelor's Degree or equivalent

Tools

Agency management systems

Job description

The Account Manager at Eitzen Insurance Group is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.