Account Manager - Insurance

About This Role

Manage client accounts by quoting, binding, and issuing new insurance policies while identifying coverage gaps and cross-sell opportunities. This role involves both sales and service responsibilities within an independent insurance agency.

Responsibilities

• Quote, bind, and issue new policies for auto, home, and commercial insurance.
• Review client accounts to identify coverage gaps and cross-sell opportunities.
• Handle renewals, endorsements, and rewrites.
• Provide policy explanations, claims guidance, and ongoing client service.
• Maintain accurate records in the Agency Management System.
• Prospect and initiate new business sales.
• Answer the phone.
• Handle administrative tasks such as scanning, filing, and maintaining accurate records.

Requirements

• Active Minnesota P&C License
• 2+ years of experience in an independent insurance agency with personal and commercial lines
• Strong written and verbal communication skills
• Proficiency in agency management systems (EZLynx, Applied, TAM, or similar)

Qualifications

• 2+ years of experience in an independent insurance agency, including both personal and commercial lines.

Skills

* Required skills