Portal Insurance · 3 months ago
Senior Account Manager
Mobile Metropolitan Area
Full-time
Onsite
Senior LevelPortal Insurance is hiring for a Senior Account Manager. The ideal candidate for this role would be someone who enjoys helping others, is detail-oriented, and has strong communication skills to establish relationships with clients. Responsibilities include maintaining client files, responding to client needs, and supporting teammates with follow-up for clients and prospects.
Auto InsuranceFinancial ServicesInsuranceProperty Insurance
Responsibilities
Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper
Supporting teammates with follow-up for clients and prospects
Research and resolve coverage questions
Promptly respond to client needs either on the phone or electronically
Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
Articulate and professional voice in person and on the phone
Professional wardrobe
Self-starter, driven, can manage rejection well
Confident, energetic, enthusiastic with a sense of humor
Proficient with Google products
Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest
Qualification
Required
MUST have a current and valid P&C Insurance License
Enjoy helping others
Detail-oriented
Comfortable with talking to people on the phone
Computer literate
Likes to work with numbers
Desire to learn new things
Ability to establish working relationships with clients, potential clients and companies
Support teammates with follow-up for clients and prospects
Research and resolve coverage questions
Promptly respond to client needs either on the phone or electronically
Maintain client files and process routine correspondence
Articulate and professional voice in person and on the phone
Professional wardrobe
Self-starter, driven, can manage rejection well
Confident, energetic, enthusiastic with a sense of humor
Proficient with Google products
Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest
Company
Portal Insurance
Portal Insurance specializes in home insurance, car insurance, rental property insurance, and business insurance services.
Founded in 2019
2-10 employees
Funding
Current Stage
Early StageRecent News
2025-09-10
Company data provided by crunchbase