Insurance Account Manager - Licensed Insurance Experience Required

Daniela Mercado • Stamford, CT

15h • $35,000 - $55,000 • Hybrid

About The Position

Daniela Mercado Allstate Agency is seeking a dedicated, proactive, and sales-driven Account Manager to join their growing team. This role is ideal for someone who is already licensed, has insurance experience, and wants the opportunity to grow within a high-performing agency. The Account Manager will be responsible for building relationships with existing clients, identifying their needs, addressing concerns, protecting retention, and creating opportunities to cross-sell additional insurance products. This role leads the sales side of the service department, focusing on retention, cross-selling, referrals, client reviews, and account growth, with support from Service Representatives who handle administrative tasks and provide referrals. No cold calling is required, as warm leads are provided daily.

Requirements

• Minimum of 1 year of proven experience in insurance account management, insurance sales, client retention, or a similar licensed insurance role.
• Active Personal Lines or Property & Casualty Insurance License required. Candidates with a Personal Lines Insurance License will be required to have an active Life Insurance License.
• Familiarity with insurance products, policy servicing, underwriting requirements, and regulatory compliance.
• Proven ability to meet or exceed sales and service goals.
• Strong client relationship management and retention skills.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to multitask, follow through, and follow up consistently.
• Strong organizational and time management skills.
• Experience using insurance management systems, CRM tools, and Microsoft Office applications.
• Ability to work independently and as part of a team.
• Ability to work effectively in a hybrid environment.
• Must maintain a valid Personal Lines or Property & Casualty Insurance License as required by state regulations.
• Must follow all insurance, regulatory, carrier, and agency compliance requirements.
• Must maintain accurate documentation and uphold agency standards for client communication, sales, retention, and service.

Nice To Haves

• Bachelor’s degree in Business, Marketing, Finance, Insurance, or related field preferred; relevant experience may substitute for degree.
• Proficiency in other languages preferred.

Responsibilities

• Develop and maintain strong relationships with existing clients to ensure ongoing satisfaction, loyalty, and retention.
• Proactively reach out to clients to assess their needs, address concerns, and provide solutions.
• Manage service-driven referrals and convert them into sales opportunities.
• Follow up on warm leads provided through agency sources, existing clients, and internal referrals.
• Cross-sell during client interactions, including auto, home, renters, umbrella, life, and other applicable products.
• Help protect customers by recommending additional insurance products that meet their needs.
• Retain clients who are attempting to cancel by identifying solutions and preserving agency relationships.
• Educate customers and prospective customers on how to protect their families, assets, and financial future.
• Conduct semi-annual reviews for insureds during renewal periods.
• Analyze client feedback, account activity, and retention trends to identify opportunities for improvement.
• Create and support retention strategies to reduce churn and increase client loyalty.
• Identify coverage gaps and recommend appropriate solutions.
• Collaborate with Service Representatives and other team members to resolve client issues and enhance the customer experience.
• Partner with Service Representatives to maximize referrals and account growth.
• Maintain accurate notes, follow-ups, and documentation in agency systems.
• Adhere to compliance and underwriting requirements in accordance with state and federal law, insurer guidelines, and agency policy.
• Participate in required training, coaching, performance reviews, and development courses.

Benefits

• Bonus based on performance
• Competitive salary
• Dental insurance
• Employee discounts
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Parental leave
• Training & development
• Vision insurance
• Wellness resources
• Free food & snacks
• Paid time off
• Competitive base pay plus uncapped commission
• $500 Fast Track Bonus for producing 100 items within your first 90 days
• Monthly performance bonuses
• Quarterly bonus opportunities
• Elite status incentives — earn additional PTO for every month you finish in Elite standing
• Company-paid travel opportunities — up to $2,500 per quarter for Elite performers
• Life insurance benefits
• 3 weeks paid time off during your first 3 years
• Paid holidays
• Your birthday off
• PTO increases with tenure
• Performance-based remote work flexibility
• Warm leads provided daily
• No cold calling required
• Comprehensive on-the-job training
• Continuous learning and development through Allstate University
• Positive, goal-driven work environment
• Clear path to Senior Producer or leadership roles

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree