Overview
We are seeking a results-oriented
Account Manager / Inside Sales professional
to manage client relationships and drive growth within a dynamic insurance agency serving Bonita Springs, FL and surrounding communities. This role combines account servicing responsibilities with proactive inside sales initiatives to support both client retention and new revenue generation. The ideal candidate is confident handling client communication, knowledgeable about insurance products, and motivated to identify opportunities for cross-selling and business expansion.
Core Responsibilities
Manage and service an assigned portfolio of personal and/or commercial insurance accounts in the Bonita Springs market
Respond to inbound inquiries and conduct outbound outreach related to policy changes, renewals, endorsements, and coverage adjustments
Identify cross-selling opportunities and generate new business through inside sales strategies
Prepare insurance quotes, applications, policy documents, and endorsements accurately and efficiently
Support renewal cycles, remarket policies when appropriate, and implement client retention strategies
Maintain detailed and organized client records within agency management systems
Deliver responsive, professional service that strengthens long-term client relationships
Qualifications
Previous experience in insurance account management or inside sales within an agency environment
Working knowledge of personal and/or commercial insurance products preferred
Strong communication and relationship-building abilities
Ability to manage multiple client accounts while meeting deadlines
Active insurance license (or willingness to obtain) preferred
Organized, detail-oriented, and disciplined with follow-up processes
Professional and client-focused demeanor
Benefits
Paid Time Off (PTO)
Company-recognized holidays
Competitive base salary plus commission or performance bonus potential
Long-term career growth opportunities
Stable, team-driven insurance agency environment
Work Environment This role is based in a professional insurance agency setting in Bonita Springs, Florida. Daily responsibilities include managing client communications through phone, email, and internal agency systems while collaborating with team members to ensure efficient policy servicing and sales support. Bonita Springs offers a strong and growing insurance market, providing steady opportunities for account growth and long-term career stability.
If this background aligns with your experience, submit your information for review.
G426
#J-18808-Ljbffr
Account Manager / Inside Sales professional
to manage client relationships and drive growth within a dynamic insurance agency serving Bonita Springs, FL and surrounding communities. This role combines account servicing responsibilities with proactive inside sales initiatives to support both client retention and new revenue generation. The ideal candidate is confident handling client communication, knowledgeable about insurance products, and motivated to identify opportunities for cross-selling and business expansion.
Core Responsibilities
Manage and service an assigned portfolio of personal and/or commercial insurance accounts in the Bonita Springs market
Respond to inbound inquiries and conduct outbound outreach related to policy changes, renewals, endorsements, and coverage adjustments
Identify cross-selling opportunities and generate new business through inside sales strategies
Prepare insurance quotes, applications, policy documents, and endorsements accurately and efficiently
Support renewal cycles, remarket policies when appropriate, and implement client retention strategies
Maintain detailed and organized client records within agency management systems
Deliver responsive, professional service that strengthens long-term client relationships
Qualifications
Previous experience in insurance account management or inside sales within an agency environment
Working knowledge of personal and/or commercial insurance products preferred
Strong communication and relationship-building abilities
Ability to manage multiple client accounts while meeting deadlines
Active insurance license (or willingness to obtain) preferred
Organized, detail-oriented, and disciplined with follow-up processes
Professional and client-focused demeanor
Benefits
Paid Time Off (PTO)
Company-recognized holidays
Competitive base salary plus commission or performance bonus potential
Long-term career growth opportunities
Stable, team-driven insurance agency environment
Work Environment This role is based in a professional insurance agency setting in Bonita Springs, Florida. Daily responsibilities include managing client communications through phone, email, and internal agency systems while collaborating with team members to ensure efficient policy servicing and sales support. Bonita Springs offers a strong and growing insurance market, providing steady opportunities for account growth and long-term career stability.
If this background aligns with your experience, submit your information for review.
G426
#J-18808-Ljbffr