Customer Relationship Manager (Entry-Level Sales)
Apogee Insurance Group, A Berkshire Hathaway Company, Wayne, PA, United States
Apogee Insurance Group —a Berkshire Hathaway wholesale brokerage—provides national Property and Casualty solutions across commercial, professional, management, and specialty lines. Our broad market access, product expertise, and responsive service enable us to deliver fast, tailored insurance solutions. Licensed nationwide, we offer admitted and E&S quotes from over 200 carrier partners. With office locations in the Greater Philadelphia area, Chicago, and Mission Viejo, we serve independent retail agencies with truly national reach and local support.
Job Description Our Associate Agency Representatives serve as strategic relationship partners to independent retail insurance agencies, focusing on long‑term collaboration and supporting customers in accessing Apogee’s property and casualty quote solutions. Rather than cold calling or transactional selling, the role centers on working with warm leads and established agency relationships. Representatives take a consultative approach—understanding each customer’s goals, coordinating with internal underwriting and service teams, and guiding customers through the submission and placement process. Through phone outreach, virtual meetings, and in‑person interactions, Associate Agency Representatives share the full Apogee product to story to help customers identify opportunities, strengthen workflows, and deliver high‑quality business outcomes.
Build and Strengthen Agency Partnerships
Build strong, long‑term partnerships within your assigned territory.
Communicate Apogee’s value—specialization, accessibility, and responsive support.
Hold meaningful conversations to understand agency goals and identify opportunities.
Generate new business through proactive outreach, follow‑up, and relevant market insights.
Support Client Success and Experience
Serve as a knowledgeable advisor throughout the submission and underwriting process.
Manage submission flow and premium activity to meet performance goals.
Expand Apogee’s presence within agency networks and industry groups.
Strengthen relationships through participation in local networking and industry events.
Organization and Collaboration
Use CRM and account management tools and Microsoft Office to maintain accurate agency records.
Demonstrate strong time management, organization, and follow‑through across a dynamic territory.
Collaborate cross‑functionally to enhance the client experience and support agency success.
QUALIFICATIONS REQUIRED
Bachelor’s degree is preferred
P&C License (must obtain within first 90 days of employment)
Energetic, goal-oriented, results-driven, methodical, accountable, and has a positive attitude
EXPERIENCE
1-3 years of hands‑on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply!
Prior insurance product knowledge and insurance education— a plus!
APOGEE BENEFITS
Base salary and benefits package plus year end performance-based bonuses
Receive compensation for training and continuing education while you learn the business
Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
Free lunch provided daily (from when working within the office)
Full gym on site (from when working within the office)
Company phone & Surface laptop provided
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Job Description Our Associate Agency Representatives serve as strategic relationship partners to independent retail insurance agencies, focusing on long‑term collaboration and supporting customers in accessing Apogee’s property and casualty quote solutions. Rather than cold calling or transactional selling, the role centers on working with warm leads and established agency relationships. Representatives take a consultative approach—understanding each customer’s goals, coordinating with internal underwriting and service teams, and guiding customers through the submission and placement process. Through phone outreach, virtual meetings, and in‑person interactions, Associate Agency Representatives share the full Apogee product to story to help customers identify opportunities, strengthen workflows, and deliver high‑quality business outcomes.
Build and Strengthen Agency Partnerships
Build strong, long‑term partnerships within your assigned territory.
Communicate Apogee’s value—specialization, accessibility, and responsive support.
Hold meaningful conversations to understand agency goals and identify opportunities.
Generate new business through proactive outreach, follow‑up, and relevant market insights.
Support Client Success and Experience
Serve as a knowledgeable advisor throughout the submission and underwriting process.
Manage submission flow and premium activity to meet performance goals.
Expand Apogee’s presence within agency networks and industry groups.
Strengthen relationships through participation in local networking and industry events.
Organization and Collaboration
Use CRM and account management tools and Microsoft Office to maintain accurate agency records.
Demonstrate strong time management, organization, and follow‑through across a dynamic territory.
Collaborate cross‑functionally to enhance the client experience and support agency success.
QUALIFICATIONS REQUIRED
Bachelor’s degree is preferred
P&C License (must obtain within first 90 days of employment)
Energetic, goal-oriented, results-driven, methodical, accountable, and has a positive attitude
EXPERIENCE
1-3 years of hands‑on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply!
Prior insurance product knowledge and insurance education— a plus!
APOGEE BENEFITS
Base salary and benefits package plus year end performance-based bonuses
Receive compensation for training and continuing education while you learn the business
Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
Free lunch provided daily (from when working within the office)
Full gym on site (from when working within the office)
Company phone & Surface laptop provided
#J-18808-Ljbffr