Insurance Account Manager

Dahl Consulting; Big Stone City (SD); Vor Ort; USD 60.000 - 70.000; Vollzeit

Zusammenfassung

Dahl Consulting is partnering with a long-established independent insurance agency in Big Stone City, SD to hire an Insurance Account Manager for a permanent, on-site role. You will manage existing client relationships, assist new clients, and support day-to-day office operations, with licensing/licensing training as applicable.

The ideal candidate brings strong client-service skills, initiative, and the ability to work independently while coordinating with carriers and colleagues across

Qualifikationen

• On-site work in Big Stone City, SD.
• Experience in insurance, customer service, account management, or sales.
• Willingness to obtain required licenses/certifications.
• Strong written and verbal communication and organization.

Aufgaben

• Serve as primary point of contact for existing clients and assist prospective clients.
• Identify insurance needs, coordinate policy servicing, and provide dependable follow-through.
• Coordinate policy renewals, changes, documentation, and service requests with clients and carriers.
• Assist clients with claims reporting and follow-up.
• Maintain accurate client and policy records and manage daily office priorities.
• Build knowledge across multiple insurance lines through training and collaboration.

Kenntnisse

Customer service

Account management

Sales experience

Communication skills

Ausbildung

High school diploma or equivalent

Tools

Insurance software

Jobbeschreibung

Title: Insurance Account Manager Location: Big Stone City, SD (onsite) Job Type: Permanent Compensation: $60,000 - 70,000 Industry: Insurance

About the Role

DAHL Consulting is partnering with a long-established independent insurance agency serving individuals, families, farms, and businesses in the Big Stone City, South Dakota area. Our client is seeking a dependable Insurance Account Manager to support existing client relationships, assist new clients, and help manage the day-to-day operations of the local office. This is a broad, hands-on role for someone who enjoys working directly with clients, takes initiative, and can operate independently while knowing when to seek additional support. The ideal candidate brings strong character, sound judgement, reliable follow‑through, and a willingness to continue learning across multiple lines of insurance.

Job Description

As an Insurance Account Manager, you will serve as a primary point of contact for existing clients while assisting prospective clients who call or visit the office. You will help identify insurance needs, coordinate policy servicing, and provide dependable follow‑through throughout the client relationship. Depending on licensing and experience, the position may support a variety of insurance products, including property and casualty, individual and group health, Medicare, homeowners, auto, commercial, and other coverage.

Key Responsibilities

• Serve as a dependable point of contact for existing clients, responding to questions and following requests through to completion.
• Assist prospective clients by gathering information, identifying insurance needs, preparing quotes, and supporting appropriate coverage and placement.
• Coordinate policy renewals, changes, documentation, and other service requests with clients, insurance carriers, and internal team members.
• Assist clients with claims reporting and appropriate follow‑up.
• Manage daily office priorities and help maintain a reliable in‑person presence for clients.
• Maintain accurate and organized client and policy records.
• Identify opportunities for coverage reviews and communicate clearly regarding outstanding information or next steps.
• Manage incoming opportunities and take ownership of client needs from initial request through resolution.
• Build knowledge across multiple insurance lines through training, available resources, and collaboration with experienced colleagues.
• Complete required licensing, certifications, and ongoing training as applicable to assigned responsibilities.
• Exercise sound judgement when working independently and seek guidance when needed.

Qualifications Required

• Ability to work on‑site in Big Stone City, South Dakota.
• Relevant insurance, customer service, account management, or sales experience.
• Will consider a strong office management background as well.
• Strong client‑service and relationship‑building skills.
• Demonstrated initiative, sound judgement, organization, and attention to detail.
• Ability to take ownership of responsibilities and consistently follow through on commitments.
• Ability to manage competing priorities and work independently in an office environment.
• Strong written and verbal communication skills.
• Ability and willingness to learn new insurance products, systems, and procedures.
• Willingness to obtain any licenses or certifications required to perform assigned responsibilities.
• All required licensing and authority must be in place before performing activities that require them.

Preferred Qualifications

• Current Property & Casualty (P&C) insurance license.
• Current Health insurance license.
• Appropriate insurance licensing in South Dakota and/or Minnesota.
• Previous experience working for an independent insurance agency or similar insurance environment.
• Experience supporting multiple lines of insurance, such as property and casualty, health, Medicare, home, auto, or commercial coverage.
• Experience managing an existing book of business or maintaining ongoing client relationships.
• Experience preparing insurance quotes, processing policy changes, coordinating renewals, or assisting with claims.
• Familiarity with insurance agency management systems, carrier platforms, and client‑record documentation.

Benefits

Compensation, benefits and schedule will be discussed during the hiring process.

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply.