Job Description
Job Description
Benefits :
401(k)Bonus based on performanceCompetitive salaryHealth insuranceOpportunity for advancementPaid time offTraining & developmentAccount Manager Hybrid Role (Sales & Service)
Location : Saratoga, CA
Job Type : Full-Time
Grow Your Career. Make an Impact. Join a Winning Team.
Are you ready to take your career to the next level with a role that blends customer service and sales? At The Nelson Agency , were not just in the insurance businesswere in the business of protecting people and building relationships.
As an Account Manager , youll play a central role in serving clients, developing trust, and helping them safeguard what matters most. This hybrid role is ideal for someone who thrives in a dynamic, fast-paced environment and is motivated by results, growth, and making a difference.
What Youll Do
- Build strong, lasting relationships with both new and existing clients
- Conduct policy reviews and provide tailored coverage recommendations
- Proactively reach out to prospects and follow up on warm leads
- Deliver excellent service by addressing client questions and resolving concerns
- Present and explain insurance solutions that meet client needs
- Collaborate with agency teammates to achieve and exceed growth goals
What Were Looking For
- Experience in insurance, account management, or customer service preferred
- Strong communication and problem-solving skills with a client-first approach
- Driven by results and motivated to help others succeed
- Comfortable with sales conversations and recommending solutions
- Able to work both independently and as part of a team
- Property & Casualty and Life & Health licenses (or willingness to obtainsupport provided)
Why Youll Love Working Here
- Competitive base salary plus commission and bonus opportunities
- Career development with a clear path to licensed agent roles
- A supportive, team-oriented culture that values growth and collaboration
- Paid training and mentorship from experienced professionals
- PTO, benefits, and a healthy work-life balance
Your Next Step
This is more than just a jobits a chance to grow your career, make an impact in your community, and join a team that invests in you.
Apply today and take the first step toward building your future with The Nelson Agency.