Agency Account Manager

Gavin Crandall Agency, LLC.; Ankeny (IA); Vor Ort; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Flexible Schedule

Zusammenfassung

Gavin Crandall Agency, LLC. in Ankeny, IA seeks an Agency Account Manager to serve as the main client contact, attract new clients, and review policies for renewal. You will create COIs, identify coverage gaps, maintain records, and collaborate with the owner to streamline workflows and enhance customer service.

Ideal candidates are licensed in Iowa P&C, have strong communication skills, and can manage multiple priorities with accuracy and care.

Qualifikationen

• Active Iowa Property and Casualty Insurance License or license before start date.
• Outgoing personality capable of attracting new customers.
• Strong ability to explain policy details in plain language.
• Experience managing client accounts with attention to detail.
• Excellent organizational skills with multiple priorities.

Aufgaben

• Serve as the primary point of contact for new and existing clients, ensuring they feel heard and well-supported.
• Attract and grow new clients; review policies during renewals to keep coverage appropriate.
• Build COIs to grow network and market to expand customers and income.
• Identify gaps in coverage and suggest solutions for peace of mind.
• Maintain accurate records in the agency management system.
• Collaborate with the agency owner to improve office workflows and client experience.

Kenntnisse

Client relations

Renewals

Policy explanations

Organizational skills

Multi-tasking

Tools

Agency Management System

Microsoft Office

Jobbeschreibung

Job Description

At Gavin Crandall Agency, LLC., we believe that insurance is about more than just premiums and policies—it is about helping our neighbors in Ankeny navigate life’s unexpected moments with confidence. We are a boutique agency that values quality over quantity, taking the time to listen and build genuine relationships with every person who walks through our doors. We are looking for an Agency Account Manager who shares this philosophy. This isn't just about shuffling paperwork; it is about being a steady, knowledgeable presence for the families and businesses we protect. You will be at the heart of our operations, ensuring that every client receives the thoughtful, personalized attention they deserve. If you enjoy solving problems, connecting with people, and working in an environment where your voice is truly valued, you will fit right in with our growing team. We are eager to welcome someone who wants to plant roots, grow their expertise, and contribute to a supportive local culture that puts the community first.

Benefits

Flexible Schedule

Responsibilities

Serve as the primary point of contact for our new and existing clients, ensuring they feel heard and well-supported. Attracting and growing new clients and review existing policies during renewal periods to ensure coverage remains appropriate for our clients' evolving lives.

Build COI's that will help grow your network and market to expand your customers and income.

Identify gaps in coverage and proactively suggest solutions that bring true peace of mind to our policyholders.

Maintain accurate and up-to-date records within our agency management system.

Collaborate with the agency owner to streamline office workflows and improve the overall client experience.

Requirements

Active Iowa Property and Casualty Insurance License - or will before start date.

An outgoing personality that will attract new customers to the agency.

Proficiency in agency management systems and Microsoft Office Suite.

Strong ability to explain complex policy details in plain language.

Experience managing client accounts with attention to detail.

Strong organizational skills and ability to manage multiple priorities simultaneously.