Insurance Account Manager

Dahl Consulting

Big Stone City (SD)

On-site

USD 60,000 - 70,000

Full time

2 days ago
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Benefits offered by this job

Compensation discussed during hiring

Job summary

Dahl Consulting in Big Stone City, SD is seeking an Insurance Account Manager to support existing client relationships and assist new clients in a hands-on, independent role.

You will identify insurance needs, coordinate policy servicing, and handle renewals, documentation, and claims support across multiple lines. Licensing and ongoing training are encouraged to grow with the role.

Qualifications

  • On-site work in Big Stone City, SD.
  • Experience in insurance, customer service, account management or sales.
  • Strong client-service and relationship-building skills.
  • Willingness to obtain required licenses/certifications.
  • Ability to manage priorities and work independently.
  • Excellent written and verbal communication.
  • Commitment to ongoing learning across multiple lines of insurance.

Responsibilities

  • Serve as the primary point of contact for existing clients and assist prospective clients.
  • Identify insurance needs, coordinate policy servicing, and provide follow-through throughout the client relationship.
  • Coordinate policy renewals, changes, documentation, and other service requests with clients, carriers, and internal teams.
  • Assist clients with claims reporting and follow-up.
  • Maintain accurate and organized client and policy records.
  • Build knowledge across multiple insurance lines through training and collaboration with colleagues.
  • Complete required licensing, certifications, and ongoing training as applicable.

Skills

Client-service
Relationship-building
Written communication
Verbal communication
Organization
Independent work
Attention to detail
Licensing readiness

Job description

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 judgment, 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 Include
  • 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 judgment when working independently and seek guidance when needed.
Required Qualifications
  • Ability to work on-site in Big Stone City, South Dakota.
  • Relevant insurance, customer service, account management, or sales experience.
  • Strong client-service and relationship-building skills.
  • Demonstrated initiative, sound judgment, 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. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

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