Posted 2mo ago

Client Relations and Account Manager

@ Davis Insurance
Bowling Green, Kentucky, United States
$40k-$70k/yrHybridFull Time
Responsibilities:Cultivate relationships, Serve inquiries, Identify needs
Requirements Summary:Experience in client relations or account management; strong communication; knowledge of insurance products; CRM proficiency; multi-account management.
Technical Tools Mentioned:CRM, OfficeSuite
Save
Mark Applied
Hide Job
Report & Hide
Job Description
Job Overview

Welcome to Davis Insurance Inc., where we believe that genuine relationships are the bedrock of exceptional service. Located right here in Bowling Green, Kentucky, we're a team that’s deeply invested in our community and the success of our clients. We’re looking for a warm and dedicated Client Relations and Account Manager to join our close-knit family. Imagine being the trusted advisor our clients turn to, someone they know they can count on for clear guidance and personalized support. You'll be instrumental in nurturing these relationships, ensuring each client feels heard, valued, and well-protected. If you have a passion for helping others, a natural ability to connect with people, and a desire to build a meaningful career in insurance, we can't wait to get to know you. Come grow with us in Bowling Green!

Salary Range: $40,000.00 - $70,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Retirement Plan

Requirements

Proven success in client relations, account management, or a similar client-facing sales role.

Excellent communication and interpersonal skills, with a knack for building rapport.

A strong understanding of insurance principles and products (Property & Casualty preferred).

Proficiency in CRM software and standard office applications.

Self-motivated with a genuine desire to help clients succeed.

Ability to manage multiple client accounts and prioritize effectively.

Responsibilities

Cultivate and maintain strong, lasting relationships with our valued clients.

Serve as the primary point of contact for client inquiries, concerns, and service needs.

Proactively identify client needs and recommend appropriate insurance solutions and coverage adjustments.

Manage the renewal process for existing accounts, ensuring client satisfaction and retention.

Collaborate with the sales team to support client growth and satisfaction initiatives.

Keep client records accurate and up-to-date in our CRM system.

Remote Type:Hybrid Remote
Job Type:Full-Time
Job Category: Insurance Sales
Location:1131, Fairview Avenue,Bowling Green,KY,42103,US

About Us


About Us
Finding an insurance policy is easier than ever.
No matter what stage of life or size of your business, Davis Insurance is here to provide a customized insurance policy that fits your needs.
The value of an independent agent
Not every person is the same. Not every insurance company is the same either. Davis Insurance works with a variety of the best carriers to find you the best coverage at the best price.
Building Relationships
Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets. 

Why Work Here 
Let us be the best place you’ll ever work! Here’s what we offer:
Small office environment - you're a part of the team, not a cog in a machine!
Growth potential - by maintaining great relationships with the best carriers in the industry, our agents offer highly competitive products
We have a determined and supportive work environment and offer competitive compensation and benefits. Starting salary is determined by experience, education, and potential.