Impact Performance Team

Account Manager

• Manage and service a portfolio of personal lines accounts, ensuring accurate coverage, timely renewals, and policy retention
• Process endorsements, billing inquiries, coverage changes, and claims support with efficiency and attention to detail
• Conduct proactive policy reviews to identify coverage gaps and recommend appropriate solutions
• Deliver exceptional customer service through prompt communication via phone, email, and virtual meetings
• Maintain detailed documentation within the agency management system while ensuring compliance with carrier guidelines
• Collaborate with team members to improve processes, enhance client experience, and support continued agency growth

Personal Lines Account Manager – S1

• Manage and grow a book of personal insurance clients
• Consult on home, auto, umbrella, and life insurance needs
• Analyze risks and recommend appropriate coverage options
• Maintain strong client relationships through proactive communication
• Serve as a trusted advisor, not a salesperson

Personal Lines Insurance Account Manager

• Manage and service a portfolio of Commercial Lines accounts, ensuring accuracy, coverage adequacy, and seamless renewals
• Partner with Producers to prepare proposals, coordinate underwriting, and support new business and renewal strategy
• Conduct proactive coverage reviews to identify gaps, cross sell opportunities, and risk management solutions
• Process endorsements, certificates, policy changes, audits, and renewals with precision and timeliness
• Maintain clear, consistent communication with clients, carriers, and internal stakeholders while documenting all activity accurately
• Deliver exceptional client service that strengthens long term relationships and supports agency growth

Commercial Lines Account Manager – R2

Account Executive

• About Our CompanyThis is a company who is a premium handwritten note service powered by robotics and human oversight. They help businesses build real relationships at scale through authentic handwritten outreach that increases retention, referrals, and customer loyalty. Our clients value personalization, connection, and standing out in a world of automation.
• Role OverviewWe are looking for a motivated, self directed Sales Representative to help grow the client base. This role is 100% remote and performance based. You will be responsible for prospecting, outreach, discovery calls, and closing new business.
• This role is ideal for someone who wants flexibility, autonomy, and uncapped earning potential without micromanagement.