Insurance Account Manager

About the role

The Account Manager oversees client relationships and business operations within a designated region. Goals include increasing agent knowledge and production with appointed carriers, expanding with other carriers, and providing training on new products, processes, and best practices.

Responsibilities

• Serve as the primary point of contact for clients within the assigned region.
• Develop and maintain strong, long-lasting relationships with key stakeholders.
• Regularly schedule, coordinate, and conduct agent training sessions on individual and regional basis.
• Achieve and exceed sales and revenue targets for the region.
• Identify opportunities for upselling, cross-selling, and new business development.
• Collaborate with the sales team to develop and execute regional strategies.
• Conduct regular account reviews to evaluate performance and strengthen relationships.
• Use data-driven analysis to identify trends and opportunities for growth.
• Schedule, coordinate, and conduct monthly internal meetings with staff to address agent touch points and new carrier updates.
• Collect and communicate feedback from agent training sessions to appropriate departments to drive improvements.
• Responsible for improving overall agency production by training new agencies and identifying/removing obstacles in current agency production.
• Identify opportunities and conduct agency marketing visits with appointed agencies to stimulate higher production with on-site training on multi-market solutions.
• Complete quarterly carrier evaluations to include production levels and incentive recommendations.

Requirements

• Bachelor's degree or equivalent work experience.
• 5+ years' experience marketing P&C, including marketing to Independent Agents.
• Experience training and developing agency staff.
• Demonstrated ability to problem solve and communicate effectively.
• Ability to understand and review agency qualifications for appointment and make recommendations for appointment or dismissal.
• Experience selling and marketing to large territories P&C personal lines and Commercial products including homeowners, and personal auto is a plus.
• Excellent written and oral communication and organizational skills, including formal presentation skills before both small and large groups.
• Based in or willing to work in the San Jose, San Francisco, or East Bay areas of California.

Qualifications

• Must have a Bachelor's degree or equivalent work experience.
• Must have 5+ years' experience marketing P&C, including marketing to Independent Agents.
• Must have experience training and developing agency staff.
• Must demonstrate ability to problem solve and communicate effectively.
• Must be able to understand and review agency qualifications for appointment and make recommendations for appointment or dismissal.
• Experience selling and marketing to large territories P&C personal lines and Commercial products including homeowners, and personal auto is a plus.
• Must possess excellent written and oral communication and organizational skills, including formal presentation skills before both small and large groups.
• Must be based in or willing to work in the San Jose, San Francisco, or East Bay areas of California.

Skills

• Strong interpersonal and communication skills.
• Proven ability to build and maintain long-term relationships.
• Effective problem-solving and decision-making skills.
• Proficient in using CRM systems and other relevant software.
• Knowledge of P&C insurance products and markets.

Benefits & Perks

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
• 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP).
• Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success.
• Equity - This position is eligible for equity compensation.
• Training and Career Growth - Training and internal career growth opportunities.
• Flexible Time Off - You know when and how you should recharge.

Pay

The base pay range for the role is $75,000 - $85,000 + Commission. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs, and market demands.

Schedule

N/A