Account Manager - Insurance Client Services

Job Description

Job Description

The Powell Agency, one of the top 10% of agencies nationwide, is seeking a proactive, relationship-driven Account Manager to join our team in Plano, Texas.

As our Account Manager, youll play a key role in strengthening client relationships, ensuring families and businesses are properly protected, and helping clients understand the coverage they rely on. Youll become part of a team known for its professionalism, advocacy, and exceptional service, acting as our clients Partners in Protection.

This role blends client service, consultative advising, retention support, and revenue generation. Whether you come from insurance or are pursuing a career change, we provide comprehensive training and can help you obtain the required Texas insurance licenses.

If you enjoy helping people, staying organized, and making a meaningful impact in your community, The Powell Agency may be the perfect place for you.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

Client Relationship Management & Outreach

• Proactively reach out to existing clients to ensure their coverage is up-to-date, complete, and appropriate for their needs.
• Strengthen client relationships by staying connected year-round and demonstrating the agencys value and expertise.
• Position the agency as the clients first and best point of contact for all insurance and financial services needs.
• Consistently ask for referrals and thank clients for their business.

Insurance Proposals & Advising

Service, Administration & Retention Support

Claims Support

Requirements