Insurance Account Manager

Job Description

Job Description

As Account Manager, you'll be the driving force behind new business growth and client retention. You'll serve as the agency's go-to contact for prospective clients — quoting, presenting, and closing new policies — while also proactively reviewing our existing book of business to spot coverage gaps and remarket opportunities that keep clients protected and loyal.

This is a production-focused role, so a significant portion of your time will go toward building relationships, winning new business, and growing accounts. That said, the mix shifts throughout the year — there's also substantial focus on remarket activity and retention. On top of that, we're a small, close-knit office, and everyone pitches in where needed. You should be comfortable stepping in to support service work alongside the team when the moment calls for it, and ready to collaborate closely with everyone around you.

Essential Job Duties and Responsibilities

New Business

• Be the first point of contact for new leads and referrals, guiding prospects from first conversation to a bound policy
• Quote, present, and close new personal and/or commercial lines business
• Get to know each prospect's unique needs through thoughtful consultations and coverage reviews
• Respond quickly to inbound leads and referrals to keep momentum high and conversions strong
• Grow client relationships by cross-selling additional coverage lines that fit their needs
• Build and nurture your own network of referral partners (realtors, lenders, and more) to create a steady pipeline of opportunity beyond the agency's inbound flow

Account Review & Remarket

• Monitor upcoming account renewals and flag accounts for remarket
• Conduct regular account reviews to uncover coverage gaps and remarket opportunities that add real value for clients
• Obtain competitive quotes and present remarket options to clients
• Shop competitive quotes and present clients with smart, well-informed options
• Track new business and remarket/review activity in Agency Zoom to keep the team in sync

Team & Carrier Relations

• Partner with our service team, delegating tasks as needed to keep accounts running smoothly
• Help mentor and train new team members as the agency grows
• Build strong, lasting relationships with carrier underwriters and reps that work in your clients' favor

Required Qualifications

• 3–5 years of insurance agency experience
• Active Minnesota Property & Casualty and Life & Health producer license
• Strong written and verbal communication skills, including the ability to write clear, professional emails explaining coverage to clients
• High attention to detail and accuracy
• Ability to work efficiently and manage a high volume of accounts and tasks in a fast-paced environment
• Self-motivated, with the ability to build and maintain a referral network
• Collaborative, team-oriented approach to working with service staff

Preferred Qualifications

• Hands-on experience with the EZLynx management system and rater
• Comfortable navigating a variety of proprietary carrier web portals for quoting and issuing policies

Work Schedule and Benefits

• Schedule: 
• • In-office , Monday–Friday, 9:00 AM–5:00 PM. Not eligible for remote or hybrid work.
• Quarterly Bonus Structure
• Health Care Stipend
• 401(k) Plan
• Paid Vacation