What are the responsibilities and job description for the Sales Account Manager position at Kyle Holzhausen Agency LLC?
Job Summary:
Kyle Holzhausen Agency LLC – American Family Insurance
The Sales Account Manager is responsible for generating new business by identifying potential clients, understanding their insurance needs, and providing tailored solutions. This role also involves managing and nurturing client relationships, ensuring customer satisfaction, and driving business growth. The Sales Account Manager will engage in proactive outreach, relationship building, and maintaining a high level of customer service to achieve sales targets and foster long-term client loyalty.
Key Responsibilities:
- Lead Generation: Identify and qualify potential clients through various channels, including referrals, networking, and cold calling.
- Client Consultation: Conduct thorough consultation with clients to understand their insurance needs and provide appropriate product recommendations.
- Sales Presentations: Deliver compelling sales presentations to prospective clients, highlighting the benefits and features of insurance products.
- Policy Sales: Close sales by effectively communicating the value of our insurance products and addressing any client concerns.
- Client Relationship Management: Develop and maintain strong relationships with clients, acting as the primary point of contact for their insurance needs.
- Needs Assessment: Conduct thorough assessments of clients’ insurance requirements and provide customized solutions to meet their needs.
- Customer Service: Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring a positive client experience.
- Market Research: Stay informed about industry trends, competitor offerings, and market conditions to provide clients with relevant and up-to-date information.
- Documentation: Maintain accurate and up-to-date records of client interactions, policy details, and communications in the CRM system.
- Compliance: Ensure all activities comply with company policies, industry regulations, and legal requirements.
Qualifications:
Education: High School Diploma (required), Degree in Business, Marketing, Finance or related field preferred.
Experience: Minimum of 1 year experience in sales, account management, customer service, or related field within the insurance industry.
Skills:
- Strong interpersonal and communication skills
- Excellent negotiation and closing abilities
- Proficiency in using CRM software and Microsoft Office Suite
- Ability to work independently and as part of a team
- Detail-oriented with strong organizational skills.
- Property, Casualty, and Life Insurance License (Required): Or the willingness to obtain within 60 days of employment.
Working Conditions:
- Day Shift: Monday – Friday (Flexible Schedule)
- Standard office environment.
Benefits and Compensation:
Full-time: $35,000 - $75,000
- Flexible schedule
- Uncapped earning potential
- Dental insurance
- Vision insurance
- Training
- Holidays
- Wellness Days
- Sign-on bonus if already licensed in Property, Casualty, and Life insurance.
At Kyle Holzhausen Agency, our commitment to excellence is grounded in a set of foundational behaviors that guide our interactions, decisions, and approach to serving our clients and community. These behaviors are not just words on paper; they are deeply ingrained principles that shape our culture and drive our success.
- Think Team First
- Listen to Understand
- Find a Way
- Embrace Change and Growth
- Invest in Relationships
- Serve to Connect and Protect
Note: The Sales Account Manager operates under the agency owner and is not an employee of American Family Insurance.
Job Type: Full-time
Pay: $35,000.00 - $75,000.00 per year
Work Location: In person
Salary : $35,000 - $75,000
