California Licensed Account Manager

Job Summary

Focused on driving growth and production for onboarded agents, the remote California Licensed Account Manager will serve as the primary contact for assigned agencies, conduct training sessions, and leverage sales opportunities while collaborating on best practices.

Key responsibilities

• Serve as the primary point of contact for assigned agencies, coordinating individual training sessions
• Achieve and exceed sales targets while identifying growth opportunities through data-driven approaches
• Communicate feedback from training sessions to improve processes and ensure agents understand carrier markets and products

Required qualifications

• Bachelor's degree or equivalent work experience
• 5+ years of P&C insurance experience, particularly with independent agents
• Experience in training and developing agency staff
• TDI P&C license; CPCU and/or CIC designation is desirable
• Demonstrated ability to problem-solve and communicate effectively in various settings