Insurance Agency - Inside Sales/Account Manager

Reports to: Director of Operations

Overview:

Holloman & Associates, Corp. is expanding our Top 1% Performing American Family Insurance Agency. Although primarily located on the Front Range of Colorado, we have multiple brick and mortar locations along with virtual agency capabilities. We are licensed to provide insurance in multiple states.

We are looking for an Inside Sales/Account Manager who is:

• Organized and detail oriented
• Self-motivated, disciplined, and able to hit goals
• Personable and caring
• Team Oriented

Job summary:

The Inside Sales/Account Manager will be responsible for welcoming new clients to the agency, onboarding their accounts and setting expectations. This role will educate existing clients on their insurance products and coverages. This role will also be accountable for earning reviews and referrals from existing customers.

Duties/Responsibilities:

This position is a retention and growth responsibility for the agency. It will require a knowledge of Property and Casualty Insurance related product lines well enough to quote and sell the American Family P&C Products in all Colorado markets. The duties of a successful Account Manager will be to proactively review all assigned client files and check for coverage gaps, missing endorsements, etc. in an effort to increase protection and overall account growth for the client. The Account Manager will manage customer touch points for a continued long-term relationship over the life cycle of the customer, including emails and social media posts. The Account Manager will handle complex customer questions and issues as they arise, such as:

• Undisclosed Driver Reports
• Account Spins/Splits
• Rewrites
• Non - Renewal Notifications
• Rate Adjustments
• Following up with Account Cancellations by customers
• Claim Questions

Collaborative Responsibilities:

• Engages with the existing team to grow the book of business through maximizing add on policies and customer referrals.
• Interacts with the existing Agency leadership team and the teams based in Denver, Pueblo and La Junta by attending weekly sales meetings and a huddle board.

Requirements

Required Skilles / Abilities:

• Excellent sales and relationship capabilities.
• Strong verbal and written communication skills.
• Capability to thrive with goals and challenges.
• Strong leadership and collaboration skills.
• Ability to prioritize goals and to delegate responsibilities when appropriate.
• Ability to function well in a high-paced and at times stressful environment.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

2+ years of customer service experience

Knowledge and familiarity of the insurance products and business.

College degree or equivalent training preferred.

Benefits

Salary and Benefits:

Target annual compensation of $48,000 - $60,000

Base wage of $41,600

Uncapped commission structure

3% match for SIMPLE IRA

Health Reimbursement Account