Insurance Account Manager / Inside Sales Representative

We are looking for a motivated Insurance Account Manager / Inside Sales Representative to join our Naples, FL agency. This full-time, on-site role combines client relationship management with proactive inside sales, ensuring both exceptional service and business growth. The ideal candidate thrives in a fast-paced agency environment, enjoys solving client needs, and is driven to maximize retention and revenue opportunities.

In this position, you will act as the primary point of contact for a diverse portfolio of clients, balancing day-to-day account servicing with strategic sales initiatives. You will help clients optimize coverage, manage renewals, and identify opportunities for cross-selling or new business development—all while supporting the agency’s growth objectives.

Key Responsibilities

• Account Management: Maintain and service a dedicated book of personal and/or commercial insurance accounts, ensuring client satisfaction and retention
• Inside Sales & Growth: Respond to inbound leads, perform outbound prospecting, and identify opportunities to expand coverage within existing accounts
• Policy Administration: Prepare accurate insurance quotes, process applications, handle endorsements, and manage all policy documentation
• Renewals & Retention: Lead renewal reviews and remarketing efforts to maintain high retention rates and competitive coverage placement
• Client Communication: Serve as the primary point of contact for client inquiries, billing questions, coverage changes, and claims support
• Data Management: Keep detailed, up-to-date client records and follow-up logs within the Agency Management System (AMS) to ensure accuracy and compliance
• Collaboration: Work closely with internal team members to coordinate workflow, support sales initiatives, 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 environment
• Detail-oriented with strong organizational and follow-up abilities

Benefits

• Competitive base salary with performance-based commission or bonus opportunities
• Paid Time Off (PTO) and company-observed holidays
• Professional development and clear advancement opportunities within the agency
• Supportive, team-focused workplace in a modern office environment
• Stable, long-term career path in a growing insurance agency

This role is perfect for a proactive, client-focused insurance professional who wants to combine account management with inside sales in Naples, FL.

Apply directly to be considered for immediate review.