Account Manager & Client Advocate — Growth & Licensing

Account Manager / Producer/Customer Advocate
We are a growing captive insurance agency on a mission to protect our clients and community one policy at a time. Our team runs on trust, integrity, and probably too much coffee. We believe insurance isn't just paperwork; it's peace of mind, and we take that seriously (even when we're laughing). We're looking for a motivated Account Manager who's ready to do meaningful work without taking themselves too seriously.

You're someone who wants more than just a job. You want a forward-moving career where you wake up knowing you're genuinely helping people protecting their families, their businesses, and helping them grow and expand their financial portfolio. You're the type who likes to see real results and build real relationships. If that sounds like you, keep reading. If not, no hard feelings we hope you find your thing.

Responsibilities

Build and maintain strong relationships with new and existing clients (yes, people will actually be happy to hear from you)

Identify client needs and recommend appropriate insurance and financial products, no cookie-cutter solutions here

Generate new business through referrals, networking, and good old-fashioned hustle

Manage customer service and account updates without losing your mind

Collaborate with a team that has your back

Hit your goals and then set bigger ones

What We're Looking For

Must be able to obtain a Property & Casualty and/or Life & Health insurance license (we'll help you get there)

Sales, account management or strong customer service experience is a plus but a great attitude goes a long way

Strong communicator who can explain insurance without making people's eyes glaze over

Self-starter who doesn't need someone standing over their shoulder

Detail-oriented because the fine print actually matters in this industry

A sense of humor (seriously, it helps)

Benefits

Competitive base salary + commission your effort shows up in your paycheck

Full-time stability with room to grow fast

Supportive team environment (we celebrate wins, big and small)

Ongoing training and licensing support

Future potential for securities training and licensing expand your expertise and your earning power

8:30 - 5:00 M-F schedule with PTO

Life Insurance

401K

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