The Account Manager at the Morgan Raleigh Agency plays a key role in taking care of our clients and helping our agency grow. This position is all about delivering an outstanding client experience while strengthening relationships within our existing book of business.

In this role, you will review coverages, identify protection gaps, conduct Farmers Friendly Reviews, and introduce additional coverage options that better protect our clients while improving policy density and retention.

This is a service driven sales role that blends client support with growth opportunities inside our current client base. If you enjoy helping people, building relationships, and making a real impact, you will thrive here!

Salary Range: $45,000.00 - $65,000.00 per year

Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Dental Insurance

Health Insurance

• Willingness to obtain Property & Casualty license
• Life license preferred or willingness to obtain
• Prior insurance or customer service experience preferred
• Strong communication and consultative conversation skills
• Comfortable discussing coverage recommendations and asking for the sale
• Organized, detail oriented, and able to manage multiple tasks
• Self motivated and performance driven

• Service existing policies including billing questions, vehicle swaps, endorsements, coverage changes, and reinstatements
• Conduct Farmers Friendly Reviews to assess coverage needs and recommend appropriate protection
• Identify cross sell opportunities within the current book including home, umbrella, life, and specialty lines
• Proactively contact mono line clients to round out households
• Work renewal lists to improve retention and prevent shopping
• Document all client interactions accurately and maintain compliance
• Deliver professional, timely follow up on all service requests

Insurance Agency