Insurance Account Manager

ActSphere Insurance Group LLC; Town of Texas (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Paid holidays

Vacation and sick days

Incentive programs

Job summary

ActSphere Insurance Group LLC is seeking a conscientious, motivated licensed insurance agent to produce new accounts and retain existing clients. The Account Manager will deliver prompt, high-quality service and help clients find the right coverage.

The role emphasizes account production, client service, and ongoing relationship management within a collaborative team environment, with opportunities for growth and incentive-based rewards.

Qualifications

• TDI Property & Casualty license required within 30 days of hire.
• Willingness to learn, intuitive and coachable.
• Professional phone etiquette.
• Demonstrated leadership abilities including delegation, engagement and inspiration.
• Strong work ethic and leadership skills.
• Successful sales background.
• Personable, knowledgeable, dependable, team-oriented.
• Excellent verbal and written presentation skills.
• Proficiency with personal computer and agency software; MS Word, Excel, Outlook.

Responsibilities

• Service and assist in remarketing current client policies.
• Look for cross-sell opportunities when speaking with clients.
• Complete Acord forms and COIs; ensure accuracy.
• Process payments.
• Conduct policy reviews and explain options based on client needs and goals.
• Process change requests to existing policies.
• Assist clients in filing claims.
• Respond to inquiries, cancellations, and sales requests promptly.
• Other duties as assigned by management.

Skills

Sales experience

Leadership

Presentation skills

Phone etiquette

Team player

Customer service

Tools

Microsoft Word

Excel

Outlook

Job description

Job Description

JOB SUMMARY We are seeking a conscientious, motivated, licensed insurance agent who enjoys working with people and helping them find the right coverage. The role of this position is the production of new accounts and the retention of existing accounts. The Account Manager will provide prompt, efficient, high-quality service to clients

RESPONSIBILITIES

• Service and assist in the remarketing of current client policies
• Look for cross-sell opportunities when speaking with clients
• Complete Acord forms and COIs and ensure accuracy
• Process payments
• Conduct policy reviews. Present and explain insurance policy options based upon prospective client needs and their personal goals.
• Process change requests to existing policies
• Assist clients in filing claims
• Respond to all inquiries, cancellation requests, and sales requests within a specified time frame
• Other functions as assigned by management

REQUIREMENTS

• A TDI Property & Casualty license is REQUIRED – within 30 days of hire
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable
• Professional phone etiquette
• Display leadership competencies, including ability to delegate, engage, and inspire others
• Strong work ethic and leadership skills
• Successful sales background
• Must be personable, knowledgeable, dependable, and work well in a team environment
• Effective presentation skills both verbally and in writing are necessary.
• Ability to use a personal computer, agency automation system, and proficiency in various software programs, including, but not limited to Microsoft Word, Excel, and Outlook.

We are seeking a conscientious, motivated, licensed insurance agent who enjoys working with people and helping them find the right coverage. The role of this position is the production of new accounts and the retention of existing accounts. The Account Manager will provide prompt, efficient, high-quality service to clients.

GENERAL

• This job description is intended to describe the level of work required of the person performing the job but is not inclusive.
• Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency’s essential functions.
• This description is not intended as a contract and is subject to unilateral change and revision by management.
• Any written contractual agreements will supersede this job description.
• All requirements may be modified to reasonably accommodate physically or mentally challenged employees.

Company Description

Come join a dynamic, growing company as our newest Licensed Sales Associate! If you hold a P&C and Life license and have commercial experience as well, we’d love to speak with you! Actsphere is a for-profit company that holds biblical principles as its core foundational pillars. Our philosophy, in no specific order, is to pray hard, work hard, and play hard. We offer a generous base salary plus commissions, health benefits, paid holidays, vacation, sick days, and even incentives for staying physically active.