Account Manager

Garcia Properties; St. Louis (MO); On-site; USD 60,000 - 75,000; Full time

Job summary

Insurance Advisors of St. Louis is seeking a New Business & Sales Support professional to partner with sales producers, analyze risk profiles, prepare submissions, and secure quotes from carriers in the St. Louis area.

The role involves educating clients on coverage options, presenting proposals, closing deals, and coordinating renewals and endorsements. A Missouri license within 30 days is required, with five days per week in the office.

Qualifications

• License required or in progress; Missouri license within 30 days of employment.
• Office-based role requiring five days on-site presence during business hours.
• Experience in insurance sales/support and client relations preferred.

Responsibilities

• Prospect and submit marketing data to obtain carrier quotes.
• Educate clients on coverage options and policy exclusions.
• Present proposals, negotiate terms, and issue binders for new policies.
• Identify cross-selling opportunities to round out existing accounts.
• Process endorsements, policy changes, and routine billing inquiries.
• Compile renewals data and assist clients with securing optimal coverage.
• Advise clients through the claims process and coordinate with adjusters.
• Attend team, client, and carrier meetings to maintain relationships with underwriters and partners.
• Maintain accurate client files in the agency management system.

Skills

Prospecting & Quoting

Presenting Options

Closing & Binding

Cross-Selling

Policy Management

Renewals

Education

2+ years of relevant education preferred

4+ years of relevant work experience preferred

Job description

Insurance Advisors of St. Louis is a locally-owned boutique agency dedicated to serving the St. Louis

community. Our tight-knit team of five makes it our mission to provide personalized insurance

solutions and trusted guidance to help individuals, families, and businesses protect what matters most

to them. IASTL is part of the Garcia Family of Companies, which represents various industries including

real estate, mortgages, insurance, construction, restaurants, and more. Together, we are committed to

making a positive impact on St. Louis - one policy, one transaction, and one relationship at a time.

SALARY: $60,000.00 - $75,000.00

New Business & Sales Support

• Prospecting & Quoting: Partner with sales producers to analyze a prospect's risk profile, gather required data, and prepare marketing submissions to obtain quotes from carriers.
• Presenting Options: Educate new clients on coverage options, exposures, and policy exclusions.
• Closing & Binding: Present insurance proposals, negotiate terms, finalize coverages, and issue binders for new policies.
• Cross-Selling: Identify opportunities to round out existing accounts and sell additional policies (e.g., adding liability to a property policy).
• Policy Management: Process endorsements, policy changes, and routine billing inquiries.
• Renewals: Compile renewal data, remarket submissions, and assist clients with securing optimal coverage.
• Claims Advocacy: Guide clients through the claims process, gather necessary documentation, and communicate with adjusters to ensure prompt resolution.

Relationship Management

• Stakeholder Collaboration: Attend team, client, and carrier meetings while building and maintaining strong relationships with underwriters, carriers, agency producers, and other industry partners.
• Client Advocacy: Maintain proactive communication to ensure client satisfaction, answer complex coverage questions, and protect clients from coverage gaps.

Administrative & Compliance

• Documentation: Maintain accurate, up-to-date client files and policy transactions in the agency management system.
• Licensing: Maintain valid insurance license, as well industry, carrier, & product knowledge
• 2+ years of relevant education preferred
• 4+ years of relevant work experience preferred
• Valid Missouri insurance license required within 30 days of employment. IASTL is willing to support examination costs and license renewal fees.
• Availability to work in the office five days per week during business hours
• Ability to utilize the phone, computer, software, and online systems necessary to perform
• Physical demands include prolonged sitting, prolonged screen time, movement throughout the building, verbal and written communication
• Cognitive demands include sustained concentration, multitasking