Insurance Account Manager – Growth & Client Success

Carlson Insurance Agency, Inc.; Milford (CT); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Carlson Insurance Agency, Inc. is seeking an Account Manager - State Farm Agent Team Member to support daily operations and customers’ success. You will grow the agency through meaningful client relations and act as a liaison between customer needs and agency departments.

You will proactively market relevant products and services, build relationships, and contribute to sales growth while maintaining a high level of customer satisfaction in a dynamic environment.

Qualifications

• Experience in insurance sales or account management preferred.
• Strong leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.

Responsibilities

• Develop and maintain client relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to clients.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

Skills

Client relations

Sales targets

Insurance knowledge

Communication skills

Job description

Carlson Insurance Agency, Inc. is seeking an Account Manager - State Farm Agent Team Member to support daily operations and customers’ success. You will grow the agency through meaningful client relations and act as a liaison between customer needs and agency departments.

You will proactively market relevant products and services, build relationships, and contribute to sales growth while maintaining a high level of customer satisfaction in a dynamic environment.