What are the responsibilities and job description for the Account Manager position at Advance Insurance & Benefits?
Looking for a career, not just a job?
At our agency, we don't just hire CSRs—we develop future Insurance Agents.
Every top-producing agent in our office started as a CSR first. We believe the best agents are the ones who understand the insurance industry from the ground up and can confidently help clients with any question that comes their way.
As a CSR, you'll gain hands-on experience learning:
✅ How over 40 insurance carriers operate
✅ Different underwriting requirements and risk appetites
✅ Which carriers fit different client situations
✅ How to process payments and policy changes
✅ How to add vehicles, drivers, and coverage changes
✅ How to answer client questions and solve real-world insurance scenarios
✅ Professional communication through phone, text, and email
✅ How to provide exceptional customer service and build lasting client relationships
While working as a CSR, you'll also have the opportunity to:
📚 Study and prepare for your Insurance License with guidance and support from our team
📈 Begin building your own book of business and learn step-by-step how successful agents attract, market to, and retain clients
🎯 Learn marketing strategies, networking skills, referral generation, and relationship-building techniques that help create long-term success in the insurance industry
🤝 Receive mentorship from experienced agents who will help guide your growth and development
Our goal is to create knowledgeable, service-focused agents who truly care about their clients. We want every member of our team to understand the ins and outs of insurance so clients receive answers quickly and confidently without being passed from person to person.
💰 Competitive Hourly Pay Bonus Opportunities
💰 Pay is Negotiable Based on Experience, Skills, and Qualifications
If you're motivated, eager to learn, enjoy helping people, and are looking for a career with unlimited growth potential, we'd love to meet you.
📍 Bilingual (English/Spanish) is required.
Send us your resume and tell us why you'd be a great fit!
Your future career in insurance could start here.
Nancy@advance.insure