Insurance Account Manager / Inside Sales Representative
AlphaX, Naples, Florida, United States, 33939
We are looking for a motivated Insurance Account Manager / Inside Sales Representative to join our Naples, FL agency. This full-time, on-site role combines client relationship management with proactive inside sales, ensuring both exceptional service and business growth. The ideal candidate thrives in a fast-paced agency environment, enjoys solving client needs, and is driven to maximize retention and revenue opportunities.
In this position, you will act as the primary point of contact for a diverse portfolio of clients, balancing day-to-day account servicing with strategic sales initiatives. You will help clients optimize coverage, manage renewals, and identify opportunities for cross‑selling or new business development—all while supporting the agency's growth objectives.
Key Responsibilities
Account Management: Maintain and service a dedicated book of personal and/or commercial insurance accounts, ensuring client satisfaction and retention
Inside Sales & Growth: Respond to inbound leads, perform outbound prospecting, and identify opportunities to expand coverage within existing accounts
Policy Administration: Prepare accurate insurance quotes, process applications, handle endorsements, and manage all policy documentation
Renewals & Retention: Lead renewal reviews and remarketing efforts to maintain high retention rates and competitive coverage placement
Client Communication: Serve as the primary point of contact for client inquiries, billing questions, coverage changes, and claims support
Data Management: Keep detailed, up-to-date client records and follow‑up logs within the Agency Management System (AMS) to ensure accuracy and compliance
Collaboration: Work closely with internal team members to coordinate workflow, support sales initiatives, and improve operational efficiency
Requirements
Proven experience in Insurance Account Management, Inside Sales, or a high-volume agency environment
Active 2‑20 or 4‑40 Insurance License preferred, or willingness to obtain licensure
Strong knowledge of personal and commercial insurance products, carriers, and underwriting guidelines
Excellent relationship‑building and client‑facing communication skills
Ability to multitask, prioritize, and meet deadlines in a fast-paced environment
Detail‑oriented with strong organizational and follow‑up abilities
Benefits
Competitive base salary with performance‑based commission or bonus opportunities
Paid Time Off (PTO) and company‑observed holidays
Professional development and clear advancement opportunities within the agency
Supportive, team‑focused workplace in a modern office environment
Stable, long‑term career path in a growing insurance agency
This role is perfect for a proactive, client‑focused insurance professional who wants to combine account management with inside sales in Naples, FL.
Apply directly to be considered for immediate review.
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In this position, you will act as the primary point of contact for a diverse portfolio of clients, balancing day-to-day account servicing with strategic sales initiatives. You will help clients optimize coverage, manage renewals, and identify opportunities for cross‑selling or new business development—all while supporting the agency's growth objectives.
Key Responsibilities
Account Management: Maintain and service a dedicated book of personal and/or commercial insurance accounts, ensuring client satisfaction and retention
Inside Sales & Growth: Respond to inbound leads, perform outbound prospecting, and identify opportunities to expand coverage within existing accounts
Policy Administration: Prepare accurate insurance quotes, process applications, handle endorsements, and manage all policy documentation
Renewals & Retention: Lead renewal reviews and remarketing efforts to maintain high retention rates and competitive coverage placement
Client Communication: Serve as the primary point of contact for client inquiries, billing questions, coverage changes, and claims support
Data Management: Keep detailed, up-to-date client records and follow‑up logs within the Agency Management System (AMS) to ensure accuracy and compliance
Collaboration: Work closely with internal team members to coordinate workflow, support sales initiatives, and improve operational efficiency
Requirements
Proven experience in Insurance Account Management, Inside Sales, or a high-volume agency environment
Active 2‑20 or 4‑40 Insurance License preferred, or willingness to obtain licensure
Strong knowledge of personal and commercial insurance products, carriers, and underwriting guidelines
Excellent relationship‑building and client‑facing communication skills
Ability to multitask, prioritize, and meet deadlines in a fast-paced environment
Detail‑oriented with strong organizational and follow‑up abilities
Benefits
Competitive base salary with performance‑based commission or bonus opportunities
Paid Time Off (PTO) and company‑observed holidays
Professional development and clear advancement opportunities within the agency
Supportive, team‑focused workplace in a modern office environment
Stable, long‑term career path in a growing insurance agency
This role is perfect for a proactive, client‑focused insurance professional who wants to combine account management with inside sales in Naples, FL.
Apply directly to be considered for immediate review.
#J-18808-Ljbffr