We are seeking a motivated, client-focused Insurance Producer / Sales professional to join our team. This role is responsible for developing new business, advising clients on appropriate insurance solutions, and building long-term relationships through a consultative sales approach.

The ideal candidate brings a strong understanding of insurance products, excellent communication skills, and the ability to uncover client needs while delivering tailored coverage solutions.

Key Responsibilities

Client Advisory & Sales

·         Consult with prospective and existing clients to assess insurance needs, risk exposures, and coverage gaps

·         Recommend appropriate insurance products and coverage solutions across personal, commercial, and/or life & health lines (based on licensing)

• Educate clients on policy features, exclusions, and coverage terms in a clear and professional manner
• Generate new business through referrals, networking, renewals, and proactive outreach
• Meet or exceed individual and agency production goals

Account Management & Retention

·         Build and maintain strong, long-term client relationships through ongoing communication and policy reviews

·         Assist clients with policy changes, endorsements, renewals, and coverage updates

• Support retention efforts by providing timely follow-up and proactive service
• Identify cross-selling and upselling opportunities when appropriate

Carrier & Underwriting Coordination

·         Work closely with insurance carriers and underwriters to obtain quotes and negotiate pricing and coverage terms

·         Prepare and submit accurate applications and support documentation

• Stay informed on carrier appetite, underwriting guidelines, and market trends

Compliance & Administrative Duties

·         Ensure all policies and transactions comply with state regulations and agency procedures

·         Maintain accurate client records in the agency management system (AMS) or CRM

• Assist clients with claims guidance and documentation as needed
• Maintain required licenses, continuing education, and certifications

Qualifications

Experience

·         3+ years of experience in insurance sales, production, or advisory roles
(additional experience strongly preferred and considered for higher compensation)

·         Demonstrated ability to close business and manage a sales pipeline

• Strong working knowledge of insurance products and risk management principles

Education

·         Bachelor’s degree is preferred in Business, Finance, Marketing, Risk Management & Insurance, or a related field

·         Equivalent insurance industry experience may be considered in lieu of a degree

Licensing & Certifications

·         Active state insurance license (Property & Casualty and/or Life & Health, as applicable)

·         Professional designations such as CIC, CPCU, CRM, or LUTCF are a plus

Skills & Competencies

·         Strong consultative selling and relationship-building skills

·         Excellent verbal and written communication abilities

• High degree of professionalism, integrity, and accountability
• Ability to manage multiple prospects and clients efficiently
• Proficiency with Microsoft Office and insurance agency software

Compensation & Benefits

·         Base salary starting at $65,000+, with higher pay based on experience

·         Paid commission after validating, with opportunity for ongoing earnings growth

·         Continuing education and professional development support

• Paid time off and paid holidays
• Health, dental, vision, and retirement benefits (as applicable)

Why Join Us?

·         Competitive salary and commission structure with strong earning potential

• Supportive, team-oriented culture focused on long-term success
• Access to reputable insurance carriers and a diverse client base
• Opportunity to grow a sustainable book of business
• Long-term career stability in a growing industry

We are seeking a detail-oriented and client-focused Insurance Account Manager to join our team. The Insurance Account Manager is responsible for servicing and supporting client accounts, managing renewals, maintaining strong carrier relationships, and ensuring a high level of customer satisfaction.

This role is ideal for an experienced insurance professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support.

Key Responsibilities

Client Account Management

·         Serve as the primary point of contact for assigned client accounts

• Manage day-to-day service needs including policy changes, endorsements, certificates, and audits
• Respond promptly and professionally to client inquiries and service requests
• Conduct policy reviews to ensure appropriate coverage and alignment with client needs

Renewals & Retention

·         Manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations

·         Coordinate with producers and carriers to obtain competitive renewal options

• Support agency retention efforts by providing consistent, high-quality service

Carrier & Underwriting Coordination

·         Work closely with insurance carriers and underwriters to obtain quotes and negotiate pricing and coverage terms

·         Prepare and submit accurate applications, and support documentation

• Monitor underwriting requirements and carrier guidelines to ensure compliance

Compliance & Administrative Duties

·         Maintain accurate and up-to-date client records in EPIC

·         Ensure policies, endorsements, and documentation comply with state regulations and agency procedures

• Assist with claim-related documentation and follow-up as needed
• Maintain required licenses and complete continuing education as required

Collaboration & Support

·         Work collaboratively with producers, account managers, and leadership

·         Assist with onboarding new accounts and transitioning existing accounts

• Identify opportunities for process improvement and operational efficiency

Qualifications

Experience

·         Minimum of 5 years of experience in insurance account management, client services, or a related insurance role

·         Experience servicing commercial and/or personal lines accounts

• Ability to manage multiple accounts and deadlines with accuracy and attention to detail

Education

·         Bachelor’s degree preferred in Business Administration, Finance, Risk Management & Insurance, Marketing, or a related field

·         Equivalent insurance industry experience may be considered in lieu of a degree

Licensing & Certifications

·         Active state insurance license (Property & Casualty and/or Life & Health, as applicable)

·         Professional designations such as CIC, CPCU, or CRM are a plus

Skills & Competencies

·         Strong written and verbal communication skills

·         High level of organization and attention to detail

• Client-focused mindset with strong problem-solving abilities
• Ability to explain insurance concepts clearly and professionally
• Proficiency with Microsoft Office and insurance agency systems

Compensation & Benefits

·         Starting salary of $55,000 and higher, based on experience and qualifications

·         Performance-based increases and career advancement opportunities

• Paid time off and paid holidays
• Health, dental, vision, and retirement benefits (as applicable)
• Continuing education and professional development support

Why Join Us?

·         Competitive compensation with long-term growth potential

·         Supportive, team-oriented work environment

• Opportunity to work with established carriers and a diverse client base
• Emphasis on service excellence and client retention
• Stability and career growth within a respected insurance organization