Insurance Account Manager / Inside Sales Representative

We are seeking a motivated Insurance Account Manager / Inside Sales Representative to join our growing agency in Marco Island, FL. This full-time, on-site role blends client account management with proactive sales efforts, ensuring both exceptional service and business growth. The ideal candidate thrives in a fast-paced agency environment, enjoys solving client insurance needs, and is driven to grow retention and revenue across a diverse client portfolio.

In this position, you will manage a variety of personal and commercial accounts, balancing day-to-day servicing with strategic sales initiatives. You’ll help clients optimize coverage, handle renewals, and uncover opportunities for cross-selling or new business development—all while supporting the agency’s growth objectives in Marco Island.

Key Responsibilities

• Client Account Management: Maintain and oversee a dedicated book of insurance accounts, ensuring satisfaction, retention, and timely service in Marco Island.
• Sales & Business Growth: Follow up on inbound leads, conduct outbound prospecting, and identify opportunities to expand coverage and services.
• Policy Support: Prepare accurate quotes, process applications, handle endorsements, and manage all policy documentation efficiently.
• Renewals & Retention: Lead account renewal reviews, remarketing, and retention efforts to maintain competitive coverage placement.
• Communication & Service: Serve as the primary contact for client inquiries, billing questions, coverage adjustments, and claims support.
• Data Management: Keep thorough, up-to-date client records and follow-up logs within the Agency Management System (AMS) to ensure compliance.
• Team Collaboration: Work closely with colleagues to coordinate workflow, support sales campaigns, 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 setting.
• Detail-oriented with strong organizational and follow-up abilities.

Benefits:
• Salary range: $60,000–$80,000 per year, with performance-based commission or bonuses.
• Paid Time Off (PTO) and company-observed holidays.
• Professional development and advancement opportunities.
• Supportive, team-oriented workplace in a modern office environment.
• Long-term career growth within a thriving insurance agency.

This role is ideal for a proactive, client-focused insurance professional seeking to combine account management with inside sales in Marco Island, FL.

Apply directly to be considered for immediate review.