Account Manager - Insurance - Training Opportunity

Express Employment Professionals - Cincinnati East; Bend (OR); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Base Salary + Uncapped Commission

Job summary

Express Employment Professionals - Cincinnati East is sourcing an Insurance Account Manager/Sales Producer in Bend, OR. This role focuses on building and growing a book of business, serving clients with personalized insurance solutions and ongoing service.

You will generate new business, manage a pipeline, and work with underwriting to secure coverage while maintaining accurate records in the CRM. A strong network and proactive communication are essential.

Qualifications

• Licenses in Property & Casualty and Life & Health or ability to obtain within 30 days.
• Strong prospecting and relationship-building skills with track record of meeting targets.
• Excellent organization and communication across phone, email, and in-person.
• Self-starter with urgency, accountability, and resilience.

Responsibilities

• Generate new business through networking, referrals, prospecting, and inbound/outbound sales.
• Manage a pipeline of qualified prospects and move them to closing.
• Respond quickly to inquiries and convert opportunities to clients.
• Review client accounts and identify cross-selling opportunities.
• Collaborate with underwriting teams and keep CRM up to date.

Skills

Sales

Relationship building

Prospecting

Communication

Goal-oriented

Education

Property & Casualty and Life & Health licenses

Tools

CRM software

Agency management systems

Job description

Build Relationships. Grow Your Career. Make an Impact.
Bend, Oregon | Base Salary + Uncapped Commission

Are you a driven sales professional who thrives on building relationships, winning new business, and helping people protect what matters most?

A high-performing Insurance agency in Bend is looking for a motivated, results-oriented Insurance Account Manager/Sales Producer to join its growing team. This is an opportunity for someone who wants more than a job. You’ll have the freedom and support to build a book of business, develop meaningful client relationships, and directly influence your earning potential.

If you’re competitive, entrepreneurial, organized, and energized by the opportunity to turn conversations into long-term client relationships, this could be the opportunity you’ve been looking for.

What You’ll Get to Do

Build & Grow Your Business

• Generate new business through networking, referrals, prospecting, and inbound and outbound sales.
• Build and actively manage a pipeline of qualified prospects.
• Respond quickly to leads and inquiries and turn opportunities into new clients.
• Develop referral relationships and cultivate a strong network within the community.
• Set and pursue ambitious sales goals while consistently working to exceed them.

Become a Trusted Advisor

• Get to know clients—their families, businesses, goals, and priorities.
• Conduct thoughtful needs assessments to understand their insurance and financial protection needs.
• Recommend insurance solutions tailored to each client's unique situation.
• Clearly explain coverage options, policy features, benefits, and costs.
• Build lasting relationships based on trust, responsiveness, and exceptional service.

Grow Existing Relationships

• Review existing client accounts to identify opportunities to strengthen coverage and meet changing needs.
• Identify cross-selling and account-growth opportunities.
• Stay connected with clients through proactive communication and ongoing service.
• Assist with policy changes, renewals, and claims-related questions.
• Become the person clients know they can count on when they need guidance.

Own the Sales Process

• Manage prospects from initial conversation through close and onboarding.
• Prepare, submit, and manage insurance applications.
• Work closely with underwriting teams to secure appropriate coverage.
• Keep CRM and agency management systems accurate and up to date.
• Collaborate with the team to create a seamless client experience.

Keep Growing

• Stay current on insurance products, carrier offerings, market trends, and industry developments.
• Continuously sharpen your sales, relationship-building, and insurance expertise.
• Bring a mindset of continuous improvement to your work.
• Live the agency's core values of integrity, reliability, teamwork, gratitude, and continuous growth.

What It Takes to Succeed

We’re looking for someone who is hungry to succeed and willing to put in the work. You don't need to be told to make the next call, follow up with the next prospect, or pursue the next opportunity. You bring:

• Property & Casualty and Life & Health insurance licenses, or the ability to obtain both within 30 days of accepting an offer.
• A self-starter mentality with a strong sense of urgency and personal accountability.
• Excellent organizational skills and the ability to manage multiple opportunities without losing track of the details.
• Strong problem-solving and critical-thinking skills.
• Professional, confident communication skills across phone, email, and face-to-face interactions.
• A goal-oriented mindset and genuine desire to achieve and exceed targets.
• A strong work ethic, resilience, and willingness to learn.
• Leadership potential and the desire to grow with a successful agency.
• Bring your ambition. We’ll provide the opportunity!