Insurance Account Manager

gobravvo; Pleasanton (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Bonuses and commissions

PTO

Growth opportunities

Comprehensive training

Job summary

Gobravvo in Pleasanton, CA is seeking an Insurance Account Manager to serve clients, bridge between customers and agency departments, and promote a range of insurance products. You will develop new leads, nurture relationships, and help the agency achieve its growth objectives, while delivering exceptional service.

You will gain valuable hands-on experience, receive comprehensive training, and have opportunities for advancement in a supportive environment that values learning and performance.

Qualifications

• Active P&C license required.
• Active Life and Health licenses required.
• Sales experience preferred.
• Proven sales results advantageous.

Responsibilities

• Develop and qualify leads to expand the agency's client base.
• Schedule appointments and conduct needs assessments with clients to identify suitable insurance solutions.
• Market and recommend appropriate insurance products and services, including property, casualty, life, and health policies.
• Collaborate with team members to establish and achieve marketing and sales goals.
• Maintain a high standard of professionalism and ethical conduct in all client interactions.
• Build and maintain strong, long-lasting customer relationships that contribute to client retention and satisfaction.
• Support agency initiatives and participate in ongoing training and development programs.

Skills

Sales experience

Interpersonal skills

Communication skills

Client relations

P&C license

Life & Health license

Tools

CRM systems

Job description

The Insurance Account Manager position is designed for individuals who are passionate about fostering strong client relationships and ensuring the smooth operation of insurance agency activities. As an Insurance Account Manager, you will be a key player in supporting customers' insurance needs, facilitating communication between clients and agency departments, and promoting insurance products and services that enhance client satisfaction and protection. This full-time opportunity provides a platform to advance your career in the insurance industry while making a positive impact.

In this Insurance Account Manager role, you will be responsible for developing new leads and nurturing existing relationships to help the agency achieve its growth objectives. You will be the bridge between customer needs and agency solutions, working closely with your team to deliver outstanding service and value to every client. The role is ideal for motivated, personable professionals who thrive in dynamic environments and are eager to contribute to the agency's overall mission of protecting and serving its clients.

By joining this agency, you will gain valuable experience in a supportive workplace that encourages continuous learning and professional growth. You will have the opportunity to work with experienced professionals, receive comprehensive training, and advance based on your performance and commitment. The Insurance Account Manager role is essential for those seeking a long-term career in insurance, offering a pathway to increased responsibility and leadership within the agency.

One of the many benefits of working as an Insurance Account Manager is the ability to build lasting relationships with clients while developing expertise in a variety of insurance products, including property, casualty, life, and health. You will have the autonomy to identify client needs, recommend tailored solutions, and play a pivotal role in the agency’s success. The position also provides a competitive compensation structure, paid time off, and opportunities for advancement, making it an excellent choice for ambitious professionals.

Insurance Account Manager - Summary

• Serve as the primary point of contact for clients, ensuring their insurance needs are addressed promptly and accurately.
• Act as a liaison between clients and agency departments, facilitating effective communication and service delivery.
• Promote and market insurance products to both new and existing clients in a proactive manner.
• Contribute to the agency’s growth by developing leads and nurturing long-term client relationships.

Duties & Responsibilities

• Develop and qualify leads to expand the agency's client base.
• Schedule appointments and conduct needs assessments with clients to identify suitable insurance solutions.
• Market and recommend appropriate insurance products and services, including property, casualty, life, and health policies.
• Collaborate with team members to establish and achieve marketing and sales goals.
• Maintain a high standard of professionalism and ethical conduct in all client interactions.
• Build and maintain strong, long-lasting customer relationships that contribute to client retention and satisfaction.
• Support agency initiatives and participate in ongoing training and development programs.

Salary & Benefits

• Competitive base salary with opportunities for bonuses and commissions based on performance.
• PTO, including vacation and personal/sick days, to promote work-life balance.
• Valuable hands-on experience in the insurance industry.
• Clear pathway for growth and advancement within the agency based on merit and achievement.

Qualifications & Requirements

• Sales experience (such as inside or outside sales representative, retail sales associate, or telemarketing) is preferred.
• Demonstrated success in meeting sales goals or quotas is advantageous.
• Excellent interpersonal and communication skills with the ability to relate effectively to customers.
• Active Property & Casualty insurance license required.
• Active Life and Health insurance license required.
• Ability to complete all required licensing and training as mandated by the agency and regulatory authorities.

Ideal Candidate Snapshot

• Highly motivated and results-driven, with a strong work ethic and commitment to success.
• Outgoing, attentive, and capable of building rapport with clients from diverse backgrounds.
• Sales-minded, with a keen interest in helping clients find the right insurance products to suit their needs.
• A team player, eager to collaborate and contribute to the agency’s goals.

Other Relevant Information

• This position is offered through an independent contractor agent and is not an employment opportunity with the parent insurance company.
• Employees must successfully complete any required licensing and training programs prior to active employment.
• All hiring and employment decisions are made by the independent agency, not the parent insurance company.
• The agency is an Equal Opportunity Employer and encourages applications from individuals of all backgrounds and experience levels.