Insurance Account Manager

gobravvo; Wahiawa (HI); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

PTO including vacation and sick leave

Health insurance

Dental insurance

Life insurance

Retirement plan

Job summary

Gobravvo in Hawaii is seeking an Insurance Account Manager to nurture client relationships while blending consultative sales with top-tier service. You will act as the main contact for policyholders and prospects, offering tailored coverage options and quotes.

This full-time role emphasizes client care, licensing readiness, and collaborative teamwork within an agency setting. The position offers a base salary plus commission/bonuses, with a comprehensive benefits package including PTO and

Qualifications

• Must have strong customer-service focus and be capable of balancing sales with service.
• Ability to explain coverage options clearly and assist with policy questions.
• Familiarity with licensing requirements and ongoing training processes.

Responsibilities

• Build and maintain relationships with policyholders for retention.
• Present insurance options and quotes tailored to client needs.
• Assist with billing inquiries, policy changes, and claims processing.
• Proactively reach out to clients to grow coverage and cross-sell where appropriate.
• Collaborate with agency team to meet goals and deliver excellent service.

Skills

Customer service

Sales skills

Communication

CRM tools

Education

Property & Casualty license

Life & Health license

Job description

The Insurance Account Manager is a pivotal role within an insurance agency, responsible for building and maintaining strong client relationships while supporting the sales and customer service functions. This position is ideal for individuals who thrive in a client-focused environment, possess excellent communication skills, and are eager to blend consultative sales with high-quality service. The Insurance Account Manager acts as a point of contact for both existing policyholders and new prospects, assisting them with their insurance needs, policy questions, and educating them about available coverage options. Employment is offered on a full-time basis, and the position is based in an established agency environment.

As an Insurance Account Manager, you will be entrusted with the task of ensuring each customer receives a positive, informative experience. You will proactively reach out to current policyholders to identify opportunities for additional coverage, assist with billing inquiries, process policy changes, and facilitate claims. You will also establish rapport with potential clients, explain insurance products in a clear and approachable manner, and provide quotes tailored to individual needs. This role is well suited for candidates who are organized, motivated, and ready to advance their careers in the insurance sector.

The Insurance Account Manager works collaboratively with the agency team, contributing to shared office goals and fostering a supportive, professional work environment. The job offers both a guaranteed base salary and significant earning potential through performance-based commissions and bonuses. In addition, employees receive a comprehensive benefits package, including paid time off, health, dental, and life insurance, and access to retirement savings plans.

One of the key advantages of working as an Insurance Account Manager is the opportunity for long-term career growth. You will gain valuable experience in both sales and customer service, develop deep knowledge of insurance products, and have the potential to advance within the agency. The role provides a dynamic, fast-paced setting where strong organization, attention to detail, and a proactive mindset are highly valued.

If you are passionate about helping others, enjoy building relationships, and are motivated by the prospect of professional development, consider applying for the Insurance Account Manager position. The role is especially attractive for those seeking to expand their expertise in the insurance industry and achieve personal and financial growth.

Insurance Account Manager - Summary

• Acts as a primary point of contact for customers and prospects within an established insurance agency
• Combines customer service with sales responsibilities to support clients' insurance needs
• Offers a full-time employment opportunity in a dynamic, professional environment

Duties & Responsibilities

• Build and maintain strong relationships with clients to ensure long-term satisfaction and retention
• Conduct needs-based conversations to identify appropriate insurance solutions for each customer
• Explain insurance products and coverage options in a clear, accessible manner
• Prepare and present insurance quotes to prospective and existing clients
• Follow up with leads and develop new business opportunities through proactive outreach
• Assist customers with policy changes, billing inquiries, eligibility questions, transfers, and claims
• Provide timely, professional service throughout the customer relationship
• Stay up-to-date on insurance products, licensing requirements, and industry trends
• Work collaboratively with peers to achieve both individual and agency-wide goals
• Engage in networking and referral-building activities within the community

Salary & Benefits

• Competitive base salary with additional earning potential through commissions and bonuses
• PTO including vacation and sick leave
• Comprehensive health, dental, and life insurance options
• Retirement plan opportunities
• Valuable industry training and professional experience
• Career advancement opportunities within the agency

Qualifications & Requirements

• Must be able to obtain Property & Casualty and Life & Health insurance licenses
• Commitment to completing all required licensing and training programs
• Strong verbal and written communication skills
• Proficient in learning and adapting to new technology platforms
• Organized, detail-oriented, and capable of managing multiple priorities
• Self-motivated, dependable, and proactive in problem-solving
• Ability to work both independently and as part of a team
• Customer-focused approach with a drive to meet or exceed performance goals
• Prior experience in insurance or customer service is helpful but not required

Ideal Candidate Snapshot

• Enjoys helping people and making a positive impact on clients' lives
• Thrives in a goal-oriented, team-based setting
• Comfortable engaging with customers via phone, email, and in person
• Eager to learn and develop professionally within the insurance industry

Other Relevant Information

• This position is with an independent contractor agent, not directly employed by the parent insurance company
• Selected candidates must complete all applicable licensing requirements and training
• Agency employees are not employees of the parent insurance company