Insurance Account Manager

At ECI Agency, we prioritize work-life balance while delivering exceptional service to our clients. Our agency fosters a supportive and friendly environment, promoting longevity and camaraderie among our team members.

We are seeking a dedicated Insurance Account Manager to join our team. This role offers a competitive salary ranging from $40,000 to $45,000 per year, which includes a quarterly KPI bonuses and monthly revenue-sharing opportunities based on meeting premium goals.

Join the ECI Agency team and experience a supportive work environment where your well-being and professional growth are valued. Apply now to become part of our family and achieve success in your insurance career!

Annual Base Salary + Bonus Opportunities

Bonus Opportunities

Licensing Assistance

Paid Time Off (PTO)

Occasional Flexible Work Location

Work-Life Balance

Paid Holidays

401k Plan

Professional Development

Continuing Education Opportunities

Hands on Training

Performance Bonuses

Paid Volunteer Days

Professional Work Environment

Team Building Activities

Retirement Benefits

Office Snacks and Coffee

Health Insurance

Life Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Supplemental Insurance

Mon-Fri Schedule

Retirement Plan

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Continue to look for and recognize opportunities to cross-sell/account rounding.
• Utilize various computer systems to take premium payments, update and make changes to policies, and service renewals.
• Issue Insurance Documentation (COI, ID cards, etc.)
• Presents and explains insurance policy options based on client needs and personal goals.
• Shop renewals based on client updates and plans and current market conditions.

• Licensing Requirements:
• You will be required to obtain a Property and Casualty License (if not already licensed).
• Preferred candidate will have a background in insurance or be willing to learn the industry.
• Showcases advanced technical and cognitive capabilities to ensure precision and accuracy in tasks.
• Assess and prioritize tasks based on urgency and importance, ensuring that critical client needs are addressed promptly and efficiently.
• Candidate must have basic computer software knowledge. This includes being proficient in Microsoft Office Suite. Agency Management System (AMS) is a BONUS.
• Act as a dedicated team player, fostering collaboration and supporting colleagues in delivering excellent service to clients.