Insurance Account Manager Licensed Insurance Experience Required

Allstate Insurance Agency - Daniela Mercado; Stamford (CT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Health insurance

Flexible schedule

Paid time off

Training & development

Job summary

Allstate Insurance Agency - Daniela Mercado in Stamford, CT is seeking an experienced Account Manager to join our dynamic team. This hybrid role requires a licensed insurance professional with a proven track record in client account management and sales.

The successful candidate will focus on building and maintaining strong customer relationships, driving retention, and cross-selling various insurance products. Exceptional service and proactive communication are essential for client satisfaction.

Competitive benefits include performance bonuses, health insurance, and opportunities for advancement.

Qualifications

• Minimum of 1 year of proven experience in insurance account management, sales, or a licensed insurance role.
• Active Personal Lines or Property & Casualty Insurance License required.
• Strong client relationship management and retention skills.

Responsibilities

• Develop and maintain strong relationships with existing clients to ensure ongoing satisfaction.
• Proactively reach out to clients to assess their needs and provide solutions.
• Manage service-driven referrals and convert them into sales opportunities.

Skills

Sales

Client relationship management

Cross-selling

Communication

Organizational skills

Education

Bachelor’s degree in Business, Marketing, Finance, Insurance or related field

Tools

CRM tools

Microsoft Office applications

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Dental insurance
• Employee discounts
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Parental leave
• Training & development
• Vision insurance
• Wellness resources
• Free food & snacks
• Paid time off

Daniela Mercado Allstate Agency — Stamford, CT

Hybrid Position | Licensed Insurance Experience Required

Are you looking for a meaningful career in a local business with the support of a national brand people recognize and trust? Daniela Mercado Allstate Agency is a top 5% Allstate agency nationwide for the past 2 years, and we are looking for a dedicated, proactive, and sales-driven Account Manager to join our growing team.

We pride ourselves on delivering exceptional service, trusted insurance advice, and long-lasting client relationships. This role is ideal for someone who is already licensed, has insurance experience, and wants the opportunity to grow within a high-performing agency.

This is not an entry-level insurance position. The ideal candidate must have insurance experience, understand client account management, and be comfortable driving sales, retention, referrals, and account growth.

Position Overview

As an Account Manager, you will play a critical role in ensuring our clients have a positive experience with our agency. You will be responsible for building relationships with existing clients, identifying their needs, addressing concerns, protecting retention, and creating opportunities to cross-sell additional insurance products.

The role leads the sales side of the service department. While Service Representatives handle administrative servicing, documentation, policy changes, and day-to-day client support, the Account Manager focuses on retention, cross-selling, referrals, client reviews, and account growth. The Service Representatives act as your support system.

No cold calling is required in this role. Warm leads are provided daily through agency sources, existing clients, and referrals from Service Representatives.

What We Offer

• Competitive base pay plus uncapped commission — your ceiling is your effort.
• $500 Fast Track Bonus for producing 100 items within your first 90 days.
• Monthly performance bonuses.
• Quarterly bonus opportunities.
• Elite status incentives — earn additional PTO for every month you finish in Elite standing.
• Company-paid travel opportunities — up to $2,500 per quarter for Elite performers.
• Competitive health, dental, and vision insurance options.
• Life insurance benefits.
• 3 weeks paid time off during your first 3 years.
• Paid holidays.
• Your birthday off.
• PTO increases with tenure.
• Performance-based remote work flexibility.
• Warm leads provided daily.
• No cold calling required.
• Comprehensive on-the-job training.
• Continuous learning and development through Allstate University.
• Positive, goal-driven work environment.
• Clear path to Senior Producer or leadership roles.

Key Responsibilities

• Develop and maintain strong relationships with existing clients to ensure ongoing satisfaction, loyalty, and retention.
• Proactively reach out to clients to assess their needs, address concerns, and provide solutions.
• Manage service-driven referrals and convert them into sales opportunities.
• Follow up on warm leads provided through agency sources, existing clients, and internal referrals.
• Cross-sell during client interactions, including auto, home, renters, umbrella, life, and other applicable products.
• Help protect customers by recommending additional insurance products that meet their needs.
• Retain clients who are attempting to cancel by identifying solutions and preserving agency relationships.
• Educate customers and prospective customers on how to protect their families, assets, and financial future.
• Conduct semi-annual reviews for insureds during renewal periods.
• Analyze client feedback, account activity, and retention trends to identify opportunities for improvement.
• Create and support retention strategies to reduce churn and increase client loyalty.
• Identify coverage gaps and recommend appropriate solutions.
• Collaborate with Service Representatives and other team members to resolve client issues and enhance the customer experience.
• Partner with Service Representatives to maximize referrals and account growth.
• Maintain accurate notes, follow-ups, and documentation in agency systems.
• Adhere to compliance and underwriting requirements in accordance with state and federal law, insurer guidelines, and agency policy.
• Participate in required training, coaching, performance reviews, and development courses.

Sales & Performance Expectations

This is a performance-based position. Meeting the monthly sales minimum is a condition of continued employment.

• Achieve a minimum of 20 Allstate items per month.
• Achieve a minimum of one life insurance policy per quarter.
• Consistently meet or exceed agency sales, retention, referral, and client relationship goals.
• Support agency growth through upselling, cross-selling, proactive account management, and client education.
• Maintain strong performance standards in sales, compliance, documentation, and client service.

Required Qualifications & Experience

• Minimum of 1 year of proven experience in insurance account management, insurance sales, client retention, or a similar licensed insurance role.
• Active Personal Lines or Property & Casualty Insurance License required.
• Candidates with a Personal Lines Insurance License will be required to have an active Life Insurance License.
• Familiarity with insurance products, policy servicing, underwriting requirements, and regulatory compliance.
• Proven ability to meet or exceed sales and service goals.
• Strong client relationship management and retention skills.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to multitask, follow through, and follow up consistently.
• Strong organizational and time management skills.
• Experience using insurance management systems, CRM tools, and Microsoft Office applications.
• Ability to work independently and as part of a team.
• Ability to work effectively in a hybrid environment.
• Bachelor’s degree in Business, Marketing, Finance, Insurance, or related field preferred; relevant experience may substitute for degree.
• Proficiency in other languages preferred.

Skills & Competencies

• Strong sales, cross-selling, and business development skills.
• Excellent client relationship management and retention abilities.
• Ability to generate referrals and identify growth opportunities from service interactions.
• Ability to coach, encourage, and motivate Service Representatives.
• Effective communication, negotiation, and problem-solving skills.
• Detail-oriented with strong organizational and time management abilities.
• Ability to analyze account performance, client feedback, and retention trends.
• Comfortable working in a fast-paced, goal-driven environment.
• Ability to provide trusted advice and increase the customer’s understanding of the value of insurance.

Personal Attributes

• Results-driven, proactive, and goal-oriented.
• Professional, accountable, and dependable.
• High level of integrity and commitment to compliance.
• Positive attitude and team-focused mindset.
• Adaptive and able to handle multiple accounts and priorities at once.
• Motivated by growth, commission, bonuses, and advancement opportunities.
• Comfortable being measured by performance, production, retention, and client outcomes.

Licensing & Compliance

• Must maintain a valid Personal Lines or Property & Casualty Insurance License as required by state regulations.
• Must follow all insurance, regulatory, carrier, and agency compliance requirements.
• Must maintain accurate documentation and uphold agency standards for client communication, sales, retention, and service.

Working Conditions

• Hybrid work schedule as determined by management.
• Performance-based remote flexibility.
• Standard office environment with occasional remote work.
• Flexible work hours may be available based on performance and business needs.
• May require extended hours during peak business periods.

Physical Requirements

• Prolonged periods of sitting and computer work.
• Ability to communicate clearly by phone, video, and email.
• Occasional lifting of materials up to 10 pounds.

Ideal Candidate

The ideal candidate is already licensed, experienced in insurance, confident speaking with clients, and motivated by sales goals. This person understands that service conversations create sales opportunities and knows how to protect retention while growing the agency’s book of business. We are looking for someone who can step into the role with confidence, build strong client relationships, take ownership of sales opportunities, and help drive the continued growth of a top-performing Allstate agency.

Disclosure

Each agency is different in how their staff, book of business, sales process, and compensation is structured. Compensation is typically offered as base plus commission and will depend on the agency and your experience. Actual benefits offered will vary per agency and may not include the benefits listed above.