Insurance Account Manager: Growth, Leads & Client Solutions

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

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.