Insurance Account Manager - Experienced Required
Benefits
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Employee discounts
- Flexible schedule
- Free food & snacks
- Free uniforms
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
About the role
Manage client accounts: Renewals, policy changes, billing, and service requests
Build strong relationships and retain business: Engage clients proactively to ensure satisfaction and coverage retention
Cross-sell & upsell: Identify gaps and offer solutions (bundling home, auto, umbrella)
Support small commercial accounts (we’ll train you)
Utilize AMS & CRM systems to stay organized and efficient
Act as a trusted advisor, educating clients on coverage options and building loyalty
Responsibilities
Manage client accounts: Renewals, policy changes, billing, and service requests
Build strong relationships and retain business: Engage clients proactively to ensure satisfaction and coverage retention
Cross-sell & upsell: Identify gaps and offer solutions (bundling home, auto, umbrella)
Support small commercial accounts (we’ll train you)
Utilize AMS & CRM systems to stay organized and efficient
Act as a trusted advisor, educating clients on coverage options and building loyalty
Requirements
- 2+ years of experience in insurance account management or CSR role (independent agency preferred)
- Active Louisiana Property & Casualty License (Life & Health a plus)
- Tech-savvy and organized—comfortable with AMS/CRM systems, Microsoft Office, G-Suite
- Detail-oriented, proactive, and comfortable in a fast-paced, client-focused environment
- Team player who believes in accountability and delivering real value to clients
- Someone ready to stay, grow, and be part of a stable, supportive team
Qualifications
- Active Louisiana Property & Casualty License (Life & Health a plus)
- Tech-savvy and organized—comfortable with AMS/CRM systems, Microsoft Office, G-Suite
- Detail-oriented, proactive, and comfortable in a fast-paced, client-focused environment
- Team player who believes in accountability and delivering real value to clients
- Someone ready to stay, grow, and be part of a stable, supportive team
Skills
- Insurance account management or CSR role experience
- AMS/CRM systems proficiency
- Microsoft Office, G-Suite familiarity
- Client relationship building
- Policy management
- Prospecting and cross-selling
- Technical skills (AMS/CRM systems, Microsoft Office, G-Suite)
Benefits
- Commission & Retention Bonuses
- Health Insurance or Reimbursement Options
- Modern Tech Setup
- No Cold Calling
- Stable, Growth-Focused Environment
- Snacks, drinks, and daily visits from office dogs, Jax & Dixie
Pay
Competitive Base Salary – We believe in rewarding hard work and providing stability
Paid Time Off & Paid Holidays – Enjoy real work-life balance
Flexible Scheduling – Life happens. Need to make the school play? We plan around life, not the other way around
Schedule
Slidell, LA | In-Office | Competitive Base Pay + Stability + Growth