Insurance Account Manager

Job Description

Job Description

Welcome to Randall Iten Insurance Agency, where we believe in building genuine connections and providing exceptional service right here in Sunrise, Florida. We're not just an insurance agency; we're a dedicated team committed to helping our community feel secure and well-cared for. We're looking for someone with a warm personality and a knack for helping others to join us as an Insurance Account Manager. In this role, youll be the friendly voice and helpful hand for our clients, guiding them through their policy needs and ensuring their experience with us is smooth and positive. You'll play a vital part in keeping our agency running efficiently and making sure our clients always feel supported. If you have a passion for service and enjoy creating positive interactions, you'll fit right in with our supportive team.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Bonus Opportunities

Team Lunches

Paid CE Classes

Professional Work Environment

Evenings Off

Team Building Activities

Snacks and Coffee

• Respond to client inquiries via phone, email, and in person, providing accurate information and solutions.
• Assist clients with policy changes, updates, and general account maintenance.
• Help prepare policy renewal documents and ensure all client information is up-to-date.
• Process incoming mail and direct it to the appropriate team members.
• Maintain organized client files, both physical and digital.
• Support the agency's producers with various administrative tasks.
• Foster positive relationships with our valued clients.

• Current Florida Insurance license preferred.
• A high school diploma or equivalent; some college coursework is a plus.
• Previous customer service or administrative experience is preferred.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Detail-oriented with strong organizational abilities.
• A friendly and approachable demeanor.