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Now viewing: Licensed Insurance Agent/ Account Manager
JR
JFS Risk Advisors
Licensed Insurance Agent/ Account Manager
Job Description
Position Overview The Account Manager - Sales & Service is responsible for managing and growing an assigned book of business through a combination of client service, retention, and sales activities. Serving as the primary relationship owner for clients, this role is accountable for delivering an exceptional customer experience, ensuring policy accuracy, managing renewals, coordinating remarketing efforts, and maintaining complete and compliant account documentation. This position also plays a key role in driving agency growth by identifying coverage opportunities, generating referrals, supporting new business production, and proactively managing cancellations to protect agency revenue. The Account Manager works to strengthen client relationships, improve retention, and expand the agency's book of business through consultative service and strategic account management. Success in this role requires a balance of customer service excellence, relationship-building, sales acumen, and operational discipline. The position directly contributes to client satisfaction, revenue growth, retention performance, and overall agency success. Core Responsibilities 1. Client Relationship Management Serve as the primary point of contact for an assigned book of business. Build and maintain strong client relationships through proactive communication and consultative service. Respond to client inquiries, policy changes, billing questions, and coverage requests in a timely and professional manner. Deliver a high-quality client experience throughout the policy lifecycle. 2. Retention & Renewal Management Manage policy renewals and conduct proactive outreach to support client retention. Maintain retention of the assigned book of business above 90%. Identify coverage gaps, account-rounding opportunities, and retention risks. Address cancellation concerns and coordinate remarketing efforts when appropriate. Support achievement of agency retention and client satisfaction goals. 3. Sales & Growth Identify opportunities to expand existing accounts through cross-selling and upselling. Write at least 15 policies per month as part of the agency growth initiative. Generate referrals and support new business opportunities. Partner with producers and carriers to secure competitive coverage solutions for clients. Contribute to agency revenue growth through proactive account development. 4. Account Administration & Compliance Maintain accurate and complete client records within agency management systems. Review policies for accuracy and ensure all required documentation is obtained and retained. Coordinate underwriting requests, inspections, and carrier communications as needed. Adhere to agency procedures, carrier requirements, and regulatory compliance standards. Experience & Qualifications Required 2+ years of experience in personal insurance sales, account management, customer service. Active PA Property & Casualty insurance license. Experience servicing and managing an insurance book of business. Strong understanding of personal lines insurance products, coverages, and carrier underwriting guidelines. Proven ability to build client relationships and deliver exceptional customer service. Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Excellent written and verbal communication skills. Proficiency with agency management systems, carrier portals, and standard business software. Preferred 3-5 years of personal lines account management experience, in an independent insurance agency. Familiar with PA carrier markets Experience with renewals, remarketing, retention initiatives, and account rounding. Demonstrated success identifying cross-sell, upsell, or referral opportunities. Experience working in an independent agency environment. Familiarity with EZLynx or similar agency management systems. •This is a hybrid position, requiring 2 days per week working in office.