Job Description

Job Description

Job Description

Account Manager

Agent Segment: Tier 1 Agents (producing agents)

Primary Mission: Protect, grow, and deepen revenue from your existing producing agents.

We are a fast-growing software-based commercial insurance Managing General Agency (MGA) and Wholesaler looking for an Inside Sales Territory Manager, to join our growing Agency Manager team. Your primary responsibility will be to build and maintain lasting relationships with our agent partners over the phone, identify new business opportunities, and increase overall production in your territory.

This role is not hunting — it is retention + expansion .

Core Responsibilities

• Dedicated ownership of all Tier 1 agents
• Quarterly business reviews (lightweight, scalable)

Proactive outreach on:

• Cross-sell opportunities
• Upcoming renewals
• Appetite changes that benefit their book
• Ensures top agents feel prioritized and supported
• Early warning system for agent dissatisfaction or drop-off

KPIs

• Tier 1 Bind Growth (QoQ)
• Tier 1 Premium Growth
• Tier 1 Retention Rate
• Avg Binds per Tier 1 Agent
• Agent Satisfaction (simple survey / feedback loop)

Qualifications:

• 2+ years of experience in sales, preferably in the insurance industry (commercial)

• Proven track record of meeting or exceeding goals and/or sales targets

• Excellent communication and interpersonal skills, must enjoy talking to people

• Strong problem-solving skills

• Self-motivated and results-oriented with a strong work ethic

• Ability to work independently, as well as part of a team

• Experience working with software such as CRM systems, Microsoft Excel, etc.

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