Account Manager: Insurance Growth & Client Success

Craig Baumeister - State Farm Agent; South Milwaukee (WI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Competitive salary

Job summary

Craig Baumeister Agency in Wisconsin seeks an Account Manager to drive daily operations and customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agent office departments.

You will review policies, advise customers, and use product knowledge to explain and sell coverage while pursuing sales targets and delivering exceptional service.

Qualifications

• Experience in insurance sales or account management.
• Strong leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.

Responsibilities

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations.
• Oversee the resolution of complex customer issues.
• Use insurance knowledge to recommend and sell policies to leads.

Skills

Insurance sales

Account management

Leadership

Sales targets

Job description

Craig Baumeister Agency in Wisconsin seeks an Account Manager to drive daily operations and customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agent office departments.

You will review policies, advise customers, and use product knowledge to explain and sell coverage while pursuing sales targets and delivering exceptional service.