Licensed Insurance Account Manager

Job Description

Job Description

*** Candidate Must Have an Active Property and Casualty License To Be Considered ***

Sunland Specialty Insurance Group, LLC is a thriving agency established just five years ago with a focus on personalized, attentive customer service. Based on teamwork and flexibility, were a small, tight-knit group driven by a commitment to our clients and a shared goal of growing our agencys impact and reach. We work hard, adapt when needed, and trust one another to get the job done with excellence. Our values are reflected in how we treat our customers and each other as we build something special together.

Were seeking a motivated Licensed Insurance Account Manager to join our expanding team and play a pivotal role in growing our client base and enhancing customer satisfaction. This role offers a competitive base salary, based on experience, with a range of bonus and incentive opportunities that reward achievements such as 90-day review performance, education goals, cross-selling, employee referrals, and more. Candidates can make between $50,000 to $80,000 per year! If youre looking for a supportive, hands-on team environment with growth potential, this position is for you!

At Sunland Specialty Insurance Group, youll have the opportunity to work alongside dedicated, experienced professionals who appreciate flexibility, collaboration, and mutual respect. If youre ready to make a difference in a growing agency where your efforts are valued and rewarded, wed love to hear from you! Apply today to become a key part of our journey.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Evenings Off

Bonus Opportunities

Work-Life Balance

Weekends Off

Holidays Off

Paid Holidays

401k Plan

Professional Development

Mentorship

Continuing Education Opportunities

Professional Work Environment

Paid Parking

Equipment Provided

Office Snacks and Coffee

Paid Sick Leave

Personal Workspace

Monday - Friday (8am - 5pm) Work Schedule

Responsibilities

• Cross-sell and account round to expand clients' coverage options
• Update client information accurately and efficiently
• Issue essential insurance documentation, including COIs and ID cards
• Process policy changes and maintain client records
• Build client loyalty by providing exceptional service and maintaining retention
• Educate and advise clients on their insurance needs
• Review and shop policy renewals for best client options
• Show adaptability and assist wherever needed to support clients and agency growth

Requirements

• Active Property & Casualty Producer License
• Minimum of 2 years of experience in an independent agency
• Exceptional attention to detail and ability to prioritize tasks effectively
• Strong multitasking skills and proficiency with Microsoft Office Suite
• Excellent written and verbal communication skills
• Professional phone and office etiquette
• Team-oriented mindset with a positive, customer-focused attitude