Position Summary
The Account Manager, Business Development position is responsible for driving profitable premium growth and supporting independent insurance agency relationships through proactive outreach, sales development, and ongoing account management. Acting as a virtual extension of the Field Sales team, this role focuses on increasing quote activity, identifying growth opportunities, supporting retention efforts, and ensuring consistent engagement across assigned agency partners.
Essential Duties and Responsibilities
The essential functions include, but are not limited to, the following:
- Prospect, evaluate, and support the appointment of new independent agencies in alignment with company appetite and growth strategy.
- Conduct outbound touch points, email campaigns, and virtual meetings to generate new business opportunities with appointed and prospective agencies.
- Builds and maintains strong relationships with assigned partners through regular engagement and strategic alignment.
- Coordinates sales activities, pipeline reviews, and joint business planning with channel stakeholders.
- Present company products and value proposition to drive quotes and new business growth.
- Provide training and guidance to agency partners on quoting systems, underwriting guidelines, and product changes.
- Reinforce utilization of company tools, technology platforms, and sales resources.
- Monitor agency production, conversion, and retention metrics; identify performance trends and recommend corrective or growth actions.
- Schedule and conduct periodic agency performance reviews.
- Support onboarding of newly appointed agencies, including orientation, system access guidance, and early production coaching.
- Collaborate cross-functionally with Field Sales, IA Support and IA Training teams to align strategy and ensure effective communication.
- Maintain accurate and timely documentation of sales activities, agency interactions, and opportunities within the CRM system.
- Participate in departmental meetings, sales initiatives, and company-sponsored growth campaigns.
Required Qualifications
- 1–3 years of experience in insurance, inside sales, customer service or account management.
- Strong verbal and written communication skills.
- Demonstrated ability to build and maintain professional relationships.
- Proficiency in Microsoft Office applications and CRM systems.
- Ability to manage multiple accounts and priorities in a metrics-driven environment.
Preferred Qualifications
- Property & Casualty experience within an independent agency distribution model.
- Experience working with Salesforce or similar CRM platform.
- Prior experience partnering with field sales teams in a remote capacity.
- Bilingual - Fluent in Spanish and English
