Licensed Inside Sales Account Manager

The Juris Agency; Fargo (ND); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Retirement Plan

Evenings Off

Career Growth Opportunities

Mon-Fri Schedule

Flexible Schedule

Job summary

The Juris Agency is seeking a motivated Licensed Account Manager to oversee a portfolio of client accounts in the insurance field. You will build strong relationships, deliver exceptional service, and identify cross-selling opportunities to grow account value.

Responsibilities include managing client reviews, handling policy changes and renewals, coordinating with underwriters and claims teams, and preparing client reports. The ideal candidate has a P&C license and strong communication skills.

Qualifications

• Active and valid Property & Casualty insurance license required.
• Proven experience in insurance sales or account management.
• Excellent communication, interpersonal, and presentation skills.
• Strong customer service and problem-solving skills.
• Strong organizational and time-management skills.
• Ability to work independently and as part of a team.
• Farmers Insurance experience a plus but not required.

Responsibilities

• Develop and maintain strong, long-term relationships with clients.
• Identify cross-selling opportunities and drive account growth.
• Assist clients with policy changes, renewals, and claims processing.
• Coordinate with underwriters, claims adjusters, and other internal teams.
• Prepare reports and presentations for client reviews.

Skills

P&C Insurance License

Account management

Client relationship building

Sales / cross-selling

Communication skills

Teamwork

Farmers experience

Job description

Job Description

We are seeking a highly motivated and results-oriented Licensed Account Manager to join our growing team. The ideal candidate will be a skilled communicator with a proven track record of success in building and maintaining strong client relationships within the insurance industry. In this role, you will be responsible for managing a portfolio of existing client accounts, providing exceptional customer service, and identifying opportunities for cross-selling and upselling insurance products.

Benefits

• Paid Time Off (PTO)
• Retirement Plan
• Evenings Off
• Career Growth Opportunities
• Mon-Fri Schedule
• Flexible Schedule

Responsibilities

Client Relationship Management:

• Develop and maintain strong, long-term relationships with clients.
• Proactively identify and address client needs and concerns.
• Conduct regular client reviews to ensure satisfaction and identify areas for improvement.
• Respond promptly and effectively to client inquiries and requests.

Sales & Account Growth:

• Identify cross-selling and upselling opportunities within existing accounts (e.g., bundling home and auto insurance, adding life insurance).
• Develop and implement account growth strategies.
• Help agency achieve and exceed sales targets and quotas.

Policy Management:

• Assist clients with policy changes, renewals, and claims.
• Ensure client policies are accurately documented and maintained in agency management systems.
• Stay informed about industry trends, regulatory changes, and new product offerings.

Customer Service:

• Provide exceptional customer service at all times, demonstrating empathy and professionalism.
• Resolve client issues and complaints effectively and efficiently.
• Build and maintain strong relationships with internal teams (e.g., underwriters, claims adjusters).

Administrative Duties:

• Maintain accurate client records and documentation.
• Prepare reports and presentations as needed.
• Participate in team meetings, industry events, and continuing education courses.

Requirements

• Active and valid Property & Casualty insurance license required.
• Proven experience in insurance sales or account management
• Excellent communication, interpersonal, and presentation skills
• Strong customer service and problem-solving skills
• Strong organizational and time-management skills
• Ability to work independently and as part of a team
• Farmers Insurance experience a plus but not required