Account Manager -Insurance

BEIA (Business Express Insurance Agency) is a rapidly growing commercial insurance agency serving

customers across 20 states with industry-leading 5-star customer service ratings. We specialize in small business insurance, with particular expertise in construction, transportation, and hospitality sectors, under our trademark approach: "Insurance, the Express Way." We pride ourselves on same-day quotes, cutting-edge technology, and exceptional service. Our markets are constantly expanding, and our lead volume continues to grow.

We're seeking a client-focused Account Manager who thrives in a fast-paced, technology-forward environment and is passionate about building lasting relationships with small business owners. Join our motivated team and be part of our success story.

Responsibilities:

• Serve as primary point of contact for assigned book of business, managing client inquiries viaphone, email, and text
• Process policy changes and endorsements efficiently and accurately
• Manage policy renewals and conduct proactive coverage reviews to identify gaps
• Cross-sell additional coverages based on thorough understanding of client operations and risk exposure
• Follow up on outstanding quotes and bind new coverage
• Maintain accurate client records and documentation in agency systems
• Provide knowledgeable guidance on commercial insurance products including Workers Compensation, General Liability, Business Auto, Property, and specialty coverages
• Build strong relationships that turn clients into enthusiastic promoters of our agency
• Manage a high volume of tasks, emails, and deadlines while ensuring timely follow-up and attention to detail
• Identify and resolve client issues proactively, escalating complex situations when necessary

Qualifications:

• 1–3 years of customer service, account management, or insurance experience
• Insurance experience preferred (or strong willingness to learn)
• Strong attention to detail and ability to identify discrepancies or errors in policy documents and client information
• Ability to handle a high-volume workload while maintaining a positive and professional client experience.
• Current insurance license or ability to obtain within 90 days of hire
• Exceptional communication skills – arti culate, professional, and personable
• Excellent phone etiquette with ability to explain complex insurance concepts clearly
• Strong organizational skills with ability to manage multiple priorities simultaneously
• Proficient with technology systems and quick to learn new platforms
• Self-motivated with ability to work independently
• Bilingual (English/Spanish) strongly preferred

What We Offer:

• Competitive base salary with performance-based bonus structure
• Comprehensive 14-day training program with ongoing professional development
• Paid sick days and holidays
• Monday-Friday schedule - no weekends
• Growth opportunities within a rapidly expanding agency
• Modern technology stack and streamlined processes
• Collaborative team environment

Pay: $30,000.00 - $60,000.00 per year

Benefits:

• Paid time off

Language:

• Spanish (Required)

Location:

• Orlando, FL 32801 (Required)

Work Location: In person

Salary : $30,000 - $60,000