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Insurance Account Manager / Inside Sales Representative
- Marco Island, Florida, United States
- Marco Island, Florida, United States
Über
Insurance Account Manager / Inside Sales Representative
to join our growing agency in
Marco Island, FL . This full-time, on-site role blends client account management with proactive sales efforts, ensuring both exceptional service and business growth. The ideal candidate thrives in a fast-paced agency environment, enjoys solving client insurance needs, and is driven to grow retention and revenue across a diverse client portfolio. In this position, you will manage a variety of personal and commercial accounts, balancing day-to-day servicing with strategic sales initiatives. You’ll help clients optimize coverage, handle renewals, and uncover opportunities for cross-selling or new business development—all while supporting the agency’s growth objectives in
Marco Island .
Key Responsibilities Client Account Management:
Maintain and oversee a dedicated book of insurance accounts, ensuring satisfaction, retention, and timely service in
Marco Island . Sales & Business Growth:
Follow up on inbound leads, conduct outbound prospecting, and identify opportunities to expand coverage and services. Policy Support:
Prepare accurate quotes, process applications, handle endorsements, and manage all policy documentation efficiently. Renewals & Retention:
Lead account renewal reviews, remarketing, and retention efforts to maintain competitive coverage placement. Communication & Service:
Serve as the primary contact for client inquiries, billing questions, coverage adjustments, and claims support. Data Management:
Keep thorough, up-to-date client records and follow-up logs within the Agency Management System (AMS) to ensure compliance. Team Collaboration:
Work closely with colleagues to coordinate workflow, support sales campaigns, and improve operational efficiency.
Proven experience in Insurance Account Management, Inside Sales, or a high-volume agency environment. Active 2-20 or 4-40 Insurance License preferred, or willingness to obtain licensure. Strong knowledge of personal and commercial insurance products, carriers, and underwriting guidelines. Excellent relationship-building and client-facing communication skills. Ability to multitask, prioritize, and meet deadlines in a fast-paced setting. Detail-oriented with strong organizational and follow-up abilities. Salary range:
$60,000–$80,000
per year, with performance-based commission or bonuses. Paid Time Off (PTO) and company-observed holidays. Professional development and advancement opportunities. Supportive, team-oriented workplace in a modern office environment. Long-term career growth within a thriving insurance agency.
This role is ideal for a proactive, client-focused insurance professional seeking to combine account management with inside sales in
Marco Island, FL . Apply directly to be considered for immediate review.
Sprachkenntnisse
- English
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