What are the responsibilities and job description for the Account Manager position at Emil Rummel Insurance Agency?
Benefits:
ABOUT OUR AGENCY:
We are not your typical insurance agency. At the Emil Rummel Agency, we strive to exhibit a “family-like” culture and environment. We are growth-minded and are focused on building strong relationships. We go above-and-beyond for our clients, and for each other as a team. We expect a lot, but in return, we give you the tools to succeed professionally. The Emil Rummel Agency is a family-owned company that has thrived for four generations and is poised for growth.
ROLE DESCRIPTION:
We are seeking a motivated and positive customer-focused Account Manager to join our insurance agency. In this role, you will deliver exceptional service to our clients and prospects through phone, email, text, or in-person interactions. You will manage Personal Lines customer policies, providing consultative support while expanding and servicing existing coverage. This position offers opportunities to take on leadership roles and build relationships that can lead to referral business.
RESPONSIBILITIES:
- Excellent Workplace Culture
- 401(k)
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
- Wellness resources
ABOUT OUR AGENCY:
We are not your typical insurance agency. At the Emil Rummel Agency, we strive to exhibit a “family-like” culture and environment. We are growth-minded and are focused on building strong relationships. We go above-and-beyond for our clients, and for each other as a team. We expect a lot, but in return, we give you the tools to succeed professionally. The Emil Rummel Agency is a family-owned company that has thrived for four generations and is poised for growth.
ROLE DESCRIPTION:
We are seeking a motivated and positive customer-focused Account Manager to join our insurance agency. In this role, you will deliver exceptional service to our clients and prospects through phone, email, text, or in-person interactions. You will manage Personal Lines customer policies, providing consultative support while expanding and servicing existing coverage. This position offers opportunities to take on leadership roles and build relationships that can lead to referral business.
RESPONSIBILITIES:
- Establish customer relationships and follow up with customers, as needed.
- Respond to inquiries from clients, following established procedures and meeting insurance company and agency standards.
- Engage clients in policy reviews, address endorsements, upselling, and coverage adjustments as needed.
- Ensure all client information is current, documenting updates in the agency management system.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Interest in marketing products and services based on customer needs
- Excellent time management and organizational skills
- Analytical problem-solving abilities
- Effective communication and customer service skills
- Ethical conduct and professionalism
- Team-oriented mindset
- Property/Casualty insurance license (must obtain within 90 days of start date)
- Prior experience in Personal Lines insurance preferred, but training available for the right person!
- I have never worked for a company who treats us so well. They care about us and thank us daily! I am very proud and feel honored to work for the Rummel Agency.
- I’ve never felt more valued and appreciated as an employee. Our contributions are recognized, voices are heard, and growth is supported. The culture here fosters mutual respect and collaboration, and that makes a real difference in how I show up every day. Knowing the work I do matters, and that I’m part of a team that respects and invests in each other is what keeps me motivated and proud to be here. When leadership invests in both the well-being of employees and the satisfaction of customers, it creates a space where people thrive. It's rewarding to be in an environment where empathy, respect, and purpose drive everything we do!'
- Emil Rummel Agency truly cares about their employees, they know family is important and never hesitate to let you do what you need to for your family. They also support personal growth and encourage you to be your best.
- I love working at the Rummel Agency is because of the incredible management team I work with. They’re supportive, communicative, and genuinely care about both our clients and our team. It’s empowering to work in an environment where leadership leads by example and encourages growth, collaboration, and positivity every day. I cherish the team atmosphere we have. Everyone is supportive and always willing to help each other out. It’s energizing to be part of a group that communicates well, celebrates wins together, and lifts each other up during challenges. It makes coming to work something I look forward to every day.
- I work here because the people are super supportive and really want to see you grow, both on the job and personally. The pay and benefits are great too, which just shows the company values the work we do.