Insurance Account Manager, P&C & Client Relations
Overview
You will own client relationships and insurance recommendations at All Things Insurance, a Minneapolis agency founded in 2019. Work with a small team that values honest guidance and industry expertise, serving clients through education and tailored coverage. You will manage the full sales cycle from quotes to renewals, with hands-on training and no high-pressure tactics. This role offers the freedom to do your job well, with a relaxed environment and trust-based management. You will help clients make confident insurance decisions while earning a base salary plus commission.
What You'll Do8
- 1Build relationships with new and existing clients, identifying their coverage needs and recommending insurance products.
- 2Prepare quotes and process policy changes using agency management software, ensuring accuracy in CRM records.
- 3Follow up with leads and referrals within 48 hours to convert prospects and nurture long-term clients.
- 4Resolve customer concerns with professionalism, providing clear explanations of policy terms and coverage options.
- 5Maintain detailed client records and documentation, updating CRM entries after every interaction.
- 6Drive renewals and policy reviews, proactively reaching out to clients before expiration dates.
- 7Collaborate with the team to share insights on market trends and carrier products.
- 8Deliver outstanding service throughout the sales process, from first contact to final signature.
Requirements8
- 1Active insurance license required in Minnesota.
- 22+ years in insurance sales or account management, with a focus on P&C products.
- 3Excellent communication skills, both verbal and written, for client-facing interactions.
- 4Customer-focused mindset with proven relationship-building abilities.
- 5Strong attention to detail for accurate policy documentation and compliance.
- 6Self-motivated and dependable, with the ability to work independently.
- 7Strong problem-solving skills to address client needs and resolve issues.
- 8Comfortable learning new technology and software, including CRM tools and agency platforms.
Salary Insight
$50 - $65k per year
Location
Required Skills
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