Account Manager/Inside Sales

AlphaHireBonita Springs, FL
6hOnsite

About The Position

We are seeking a results-oriented Account Manager / Inside Sales professional to manage client relationships and drive growth within a dynamic insurance agency serving Bonita Springs, FL and surrounding communities. This role combines account servicing responsibilities with proactive inside sales initiatives to support both client retention and new revenue generation. The ideal candidate is confident handling client communication, knowledgeable about insurance products, and motivated to identify opportunities for cross-selling and business expansion.

Requirements

  • Previous experience in insurance account management or inside sales within an agency environment
  • Working knowledge of personal and/or commercial insurance products preferred
  • Strong communication and relationship-building abilities
  • Ability to manage multiple client accounts while meeting deadlines
  • Organized, detail-oriented, and disciplined with follow-up processes
  • Professional and client-focused demeanor

Nice To Haves

  • Active insurance license (or willingness to obtain) preferred

Responsibilities

  • Manage and service an assigned portfolio of personal and/or commercial insurance accounts in the Bonita Springs market
  • Respond to inbound inquiries and conduct outbound outreach related to policy changes, renewals, endorsements, and coverage adjustments
  • Identify cross-selling opportunities and generate new business through inside sales strategies
  • Prepare insurance quotes, applications, policy documents, and endorsements accurately and efficiently
  • Support renewal cycles, remarket policies when appropriate, and implement client retention strategies
  • Maintain detailed and organized client records within agency management systems
  • Deliver responsive, professional service that strengthens long-term client relationships

Benefits

  • Paid Time Off (PTO)
  • Company-recognized holidays
  • Competitive base salary plus commission or performance bonus potential
  • Long-term career growth opportunities
  • Stable, team-driven insurance agency environment
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