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Insurance Account Manager

Insurance Account Manager

WeadCo Insurance, LLCSan Angelo, TX, US
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Job Description

Job Description

At WeadCo Insurance, LLC, we are redefining the insurance experience with a modern approach rooted in traditional values. Since 2021, under the leadership of founder Ronya Weadock, we have built a reputation for specializing in high-value homes and luxury farm and ranch operations across Texas. Guided by our core valuesGood Stewards, Family People, Growth Minded, Problem Solvers, and Plain Ol' Good Folkswe deliver peace of mind and financial freedom to our clients while fostering a family-focused, growth-oriented environment for our team.

We are seeking a Licensed Insurance Account Manager to join our dedicated team of professionals. This full-time role offers a salary range of $30,000 to $45,000, depending on experience, with opportunities for growth and advancement within the agency. Work from our San Angelo office or enjoy the flexibility of a remote position. At WeadCo, your contributions will be valued, and your potential for success will be supported every step of the way.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Work-Life Balance

Half-Day Fridays (close at 12pm)

Advancement Opportunities

Performance Bonuses

Responsibilities

  • Client Servicing : Provide exceptional service to our book of business, including answering phone calls, managing emails, and assisting clients with service needs.
  • Quoting and Policy Management : Assist with quoting, policy changes, and compliance to ensure accurate and timely processing.
  • Cross-Selling and Upselling : Identify opportunities for additional coverage or updated policies that better fit the clients needs.
  • Claims Support : Assist clients with claims, acting as their advocate and ensuring a smooth process.
  • Team Collaboration : Actively participate in team meetings, training sessions, and growth initiatives.
  • Positive Team Energy : Bring a people-first mindset and positive attitude to the workplace, while aligning both personally and professionally with WeadCo's core values.
  • Detail-Oriented and Deadline Driven : Maintain accuracy in all tasks, manage priorities effectively, and ensure that deadlines are consistently met.
  • Documentation and Compliance : Manage and maintain accurate records of all client interactions, applications, and policy details in accordance with regulatory guidelines.

Requirements

  • Licensing : Must hold a Texas Property and Casualty Insurance License or be willing to obtain one within 60 days of hire.
  • Experience : 1+ years of insurance sales or customer service experience preferred.
  • Skills : Strong communication, attention to detail, active listening, and relationship-building skills. Ability to handle multiple tasks efficiently, while maintaining accuracy and documentation requirements.
  • Tech-Savvy : Proficient in Google Workspace, CRM software, and agency management systems. Eagerness to learn and self-train on softwares unfamiliar with.
  • Values Alignment : A commitment to WeadCos core values of Good Stewards, Growth Minded, Family People, Problem Solvers, and Plain Ol' Good Folks.
  • Professionalism : Demonstrates a passion for building the WeadCo brand, investing in the team and our clients, and growing both personally and professionally within the company.
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    Insurance Account Manager • San Angelo, TX, US

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