On-Site Insurance Account Manager

Christine Hoard Agency - Farm Bureau Insurance

Clio (MI)

On-site

USD 42,000 - 62,000

Full time

14 days+
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Job summary

Christine Hoard Agency – Farm Bureau Insurance is seeking an Account Manager to join our on-site team in Clio, MI. You will manage a portfolio of client accounts, respond to inquiries, and provide guidance onauto, home, life, and commercial insurance solutions.

Day-to-day duties include reviewing coverage options, preparing quotes, processing policy changes, and assisting with claims support. You will proactively follow up with prospects and clients, schedule appointments, and maintain accurate

Qualifications

  • Strong customer service and relationship management skills to engage clients.
  • Sales and consultative skills to identify client needs and present solutions.
  • Organizational and time-management abilities to handle multiple accounts and documentation.
  • Familiarity with CRM or agency management systems, email, and basic office software.
  • Attention to detail for reviewing policies, changes, and claims support.

Responsibilities

  • Manage a portfolio of client accounts and respond to inquiries.
  • Provide guidance on auto, home, life, and commercial insurance options.
  • Review coverage options, prepare quotes, and process policy changes.
  • Assist with claims support and related tasks as needed.
  • Proactively follow up with prospects and existing clients and schedule appointments.
  • Maintain accurate records in agency systems and collaborate with the team to meet goals.

Skills

Customer service
Relationship management
Sales
Consultative selling
Organization
Time management
Attention to detail
Problem solving
Integrity
Reliability
Client-focused
Clear communication

Tools

CRM systems
Email
Office software

Job description

Christine Hoard Agency – Farm Bureau Insurance is seeking an Account Manager to join our on-site team in Clio, MI. You will manage a portfolio of client accounts, respond to inquiries, and provide guidance onauto, home, life, and commercial insurance solutions.

Day-to-day duties include reviewing coverage options, preparing quotes, processing policy changes, and assisting with claims support. You will proactively follow up with prospects and clients, schedule appointments, and maintain accurate

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