Insurance Account Manager

Mission Connect ETA LLC; Rocky River (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Mission Connect ETA LLC in Ohio is seeking an experienced insurance sales professional to cultivate relationships with local business owners, real estate agents, and families. You will explain value, simplify terms, and tailor coverages for both Commercial and Personal lines.

This role emphasizes renewal cycles, cross-selling missing lines, and proactive account retention, requiring strong communication, a networker mindset, and comfort with AMS/CRM tools to manage clients effectively.

Qualifications

• Licensed Property & Casualty (P&C) insurance license required (Life & Health a plus).
• Minimum of 2 years of successful insurance sales experience in an independent brokerage or agency environment.
• Familiarity with Commercial lines (General Liability, Workers' Comp, Commercial Auto) and Personal lines (Homeowners, Auto, Valuables).
• Excellent communication skills for diverse clients including CEOs and families.

Responsibilities

• Cultivate relationships with local business owners, real estate agents, mortgage brokers, and families.
• Retain and scale portfolios by working with the internal service team during renewal cycles and cross-selling missing lines.

Skills

Insurance sales

Client networking

CRM proficiency

Communication

Tools

AMS

CRM platforms

Job description

As an independent brokerage, we aren't bound to a single insurance carrier. We partner with top-rated national and regional markets, giving our team the ultimate competitive advantage: the freedom to truly build custom solutions for both businesses (Commercial Lines) and individuals (Personal Lines).

We offer an energetic, collaborative culture, and an unmatched back-office support team so you can focus on what you do best-building relationships.

What You'll Do (Roles & Responsibilities)

• Cultivate Relationships: Build deep, trust-based connections with local business owners, centers of influence (real estate agents, mortgage brokers), and families.
• Retain & Scale: Partner with our internal service team during renewal cycles to proactively review accounts, cross-sell missing lines, and protect existing books of business.

What We're Looking For (Requirements)

• Licensed Professional: Active Property & Casualty (P&C) Insurance License is required. (Life & Health is a strong plus).
• Proven Track Record: Minimum of 2 years of successful insurance sales experience, preferably within an independent brokerage or agency environment.
• Versatile Knowledge: Familiarity with both Commercial lines (General Liability, Workers' Comp, Commercial Auto) and Personal lines (Homeowners, Auto, Valuables).
• Exceptional Communicator: A natural networker who can simplify complex insurance terms into clear, value-driven solutions for both CEOs and everyday families.
• Tech-Savvy: Comfortable utilizing modern agency management systems (AMS), CRM platforms, and digital comparative raters.