Insurance: Selling CSR/Account Manager
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Overview
Job Description
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Profit sharing
- Training & development
- Vision insurance
- Wellness resources
- Provide exceptional service to existing clients (policy changes, billing questions, coverage explanations).
- Proactively round out accounts by identifying coverage gaps and cross-selling additional lines.
- Develop accounts by building long-term relationships and uncovering new opportunities.
- Drive growth activities like asking for referrals, reaching out to past clients, and introducing new solutions.
- Partner with the team to hit both individual KPIs and agency growth goals.
- 🔹 Competitive & goal-driven – loves hitting targets and seeing results.
- 🔹 Service-oriented – takes pride in solving client problems with empathy and professionalism.
- 🔹 Confident communicator – comfortable on the phone, over email, and face-to-face.
- 🔹 Proactive & persistent – doesn’t wait for opportunities, goes out and finds them.
- 🔹 Coachable & growth-minded – hungry to learn and improve, takes feedback well.
- 🔹 Resilient – bounces back quickly from rejection or challenges.
- 2+ years insurance agency experience preferred (but strong sales or customer service background considered).
- Active Property & Casualty license (or ability to obtain quickly).
- Proven track record of meeting sales or performance goals.
- Comfort with CRM/agency management systems and digital tools.
- Competitive base salary + performance bonuses.
- Growth-based incentives (cross-selling, account development, referrals).
- Clear accountability framework with both individual rewards and team incentives.
- Ongoing professional development and career growth opportunities.
- A fun, supportive, and competitive culture where rock stars are recognized.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability and strong compensation you’ve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!
Trusted Choice® Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
