Insurance Account Manager Description

Company Overview:

Smith Allen Insurance is a leading independent insurance agency that specializes in providing preferred personal insurance to clients in the DFW area.  The typical client has multiple personal insurance policies - homeowners, personal auto and perhaps umbrella and other policies.  Smith Allen provides insurance products from a select group of preferred insurance carriers - Travelers, Allstate, Hippo, Progressive, Safeco, Hartford, State Auto, Kemper, Chubb, and others.

Job Summary:

We are looking for long-term success-oriented people who may or may not have prior insurance experience – however you must have strong character, a good attitude and willingness to learn.  We take great pride in our company, the culture and this opportunity.  Here are some reasons why.

  •  We pay Salary + Aggressive Commission on new business, and Residual Income Compensation on renewals is extremely competitive.

  • Our established Account Managers have autonomy over their schedule – they essentially come and go as they please.

  • We don’t “sell” - instead we provide professional advice to our clients.  Our focus is long-term growth, as opposed immediate gains.  Our new Account Managers are trained and mentored by successful professionals.

  • A privately owned 3rd generation family business that is growing fast.  There is no bureaucracy and each Account Manager has a direct line of communication to the owner.  The owner is not a Producer – his sole focus is growing the company and helping his Sales succeed.

  • We promote each Account Manager with a professional marketing video and reimburses marketing, networking and mileage expenses. 

  • We are very professional with our clients.  Yet we have a casual office environment with very “low drama.”  We play music in our office, host happy hours, have TVs, ping pong tables, and you can dress casually. 

  • Our service team is best in class.  They handle the day to day service so that you can focus on new business.

  • Medical and Dental insurance benefits.

  • Weekly team happy hour.  The Friday workday ends at 2:30 and we head to Happy Hour.

  • Annual Rangers opening day as a team and with guests.

  • Annual team dinner with spouses/guests. 

Responsibilities:

  • Obtain strong networking connections with mortgage loan officers, realtors, and other local professionals.

  • Develop expert knowledge of personal P&C insurance, and the various carriers that Smith Allen represents as well as major competitors (State Farm, USAA, Geico, etc).

  • Effectively communicate with prospects and clients while they are going through the home-buying process.  Develop the ability to provide clear and accurate advice.

  • Track and update critical activities including referral source prospecting, client quotes and proposals, networking events/opportunities.

For more information, please contact brian@smithallen.com.