SOGO Insurance
Personal Lines Account Manager - New Business
Full Time • San Antonio
Benefits:
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Employee discounts
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Relocation bonus
- Signing bonus
- Training & development
- Vision insurance
Personal Lines Lead Account Manager
San Antonio’s fastest growing insurance and financial services firm is looking for a passionate, dedicated professional to join our team. SOGO operates as an independent firm providing employee benefits, risk management, retirement plans, personal and commercial insurance, and wealth management solutions.
We offer a supportive workplace environment that emphasizes client focused processes, professional development opportunities, and a competitive commission structure for our hourly team members that stands out among other independent agencies. What are you waiting for? Become a part of a company that puts you in the driving seat of your career!
Opportunity Overview
The Personal Lines Account Manager performs the essential functions of the position, which include supporting the service needs of clients. Specific service responsibilities are assigned. Marketing activity is required in this position. Meets sales, service, and quality standards adopted by the agency.
New Business:
San Antonio’s fastest growing insurance and financial services firm is looking for a passionate, dedicated professional to join our team. SOGO operates as an independent firm providing employee benefits, risk management, retirement plans, personal and commercial insurance, and wealth management solutions.
We offer a supportive workplace environment that emphasizes client focused processes, professional development opportunities, and a competitive commission structure for our hourly team members that stands out among other independent agencies. What are you waiting for? Become a part of a company that puts you in the driving seat of your career!
Opportunity Overview
The Personal Lines Account Manager performs the essential functions of the position, which include supporting the service needs of clients. Specific service responsibilities are assigned. Marketing activity is required in this position. Meets sales, service, and quality standards adopted by the agency.
New Business:
- Pre-qualifies and analyzes prospects’ Personal Lines coverage needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts.
- Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contract.
- Recommends excess and surplus coverages, as needed to meet client insurance needs. Educates clients as to coverage limitation and documents on the system.
- Completes applications for insurance and has insured sign them. Submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies or quotations.
- Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect data base and system.
- Actively refers clients to Life Benefits and Commercial Lines department for solicitation of new business.
Knowledge, Skills, and Abilities:
- REQUIRED: Active Texas General Lines Property & Casualty License or willing to get licensed within 90 days of employment.
- PREFERRED BUT NOT REQUIRED: Bilingual in English and Spanish
- PREFERRED BUT NOT REQUIRED: At least 1 year of insurance experience
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
- Ability to understand written and oral communication, and interpret abstract information.
- Full knowledge of insurance products and usages.
- Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
- Full knowledge of insurance markets and reference to markets.
Schedule
• Monday to Friday
Work Location
• 10127 Coachlight, San Antonio, TX 78216
• Monday to Friday
Work Location
• 10127 Coachlight, San Antonio, TX 78216
Compensation: $30,000.00 - $45,000.00 per year
We understand that insurance is about more than just paperwork—it’s about protecting the dreams, families, and businesses of our neighbors. Our agency has built a reputation for integrity and expertise, serving as a trusted advisor in an ever-changing world.
We believe that a successful agency starts with a supported team. We’ve cultivated a professional environment where continuous learning is encouraged and hard work is recognized. Whether you are an experienced agent or looking to break into the industry, we provide the tools, technology, and mentorship you need to become a true expert in the field.
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