Overview

Account Manager / Sales MentorDallas, TX 75252 (Primarily remote; onsite Mondays and Thursdays)Full-Time Permanent RolePosition Overview: Job Title: Account Manager AccessPlus Department: AccessPlus Reports To: AccessPlus Manager / Team Lead Status: Exempt Work Schedule: Primarily remote; onsite Mondays and Thursdays Compensation: Base salary $60,000 $65,000 High commission opportunityAbout Our Client:The insurance industry is evolving, and Our Client, part of SIAA, is at the forefront of that evolution. As a premier agent alliance, we provide independent insurance agencies with access to diverse products from top carriers, helping them accelerate growth and achieve long-term success. We make a difference by helping our members, strategic partners, and internal teams thrive.At Our Client, they operate from a framework of purpose, cause, and passion:At Our Client, they improve the lives of agency owners and their teams by mitigating uncertainties, providing resources, offering mentorship, and creating opportunities to profitably grow their businesses.Our Core Values: Die to Self Putting the team and the collective mission above personal agendas. Everybodys Best Sustainable Interest Ensuring decisions support long-term success for all stakeholders. Open & Honest Dialogue Encouraging transparent, candid communication in all interactions. Right Thing, for the Right Reason Acting with integrity, always guided by what is ethical and principled.Job Summary:Under the direction of the AccessPlus Manager/Team Lead, the Account Manager is responsible for managing the full quote-to-bind lifecycle for commercial lines business submitted by member agencies across the DFW territory. Working in close partnership with field-based Commercial Field Sales Coaches, this role serves as the remote operational engine behind new business production turning agent submissions into competitive quotes, navigating carrier markets, and driving pipeline growth through consistent follow-through and expert placement strategy.This is not a direct sales role with a personal quota. Success is measured by the quality and speed of support provided to member agencies, enabling them to close more commercial business. The Account Manager is a trusted partner to agents, carriers, and internal teammates alike.Essential Duties and Responsibilities: Keep track of submission requests on Sales Force, making sure to distribute quotes based on mentorship assignments. Review new business applications or bind requests for completeness. Identify and proactively contact responsible member agent to obtain any missing information and/or receive clarification on any information needed to quote and/or bind the account. Finalize quote online with appropriate companies or submit to appropriate carriers depending on the carriers new business restrictions/requirements. Forward quotes as received to ISM for their review. In the event standard markets are not available, seek and provide complete information to ISM for alternative coverage options (MarketFinder, carriers agent might be directly appointed with, etc.). Issue policies through insurance carriers website upon receipt of complete bind request. Actively engage and mentor new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that can provide said insurance products. Meet and/or exceed all assigned submission goals on an annual basis. Meet and exceed all required time standards on a weekly, monthly and yearly basis. Walk new member agents through Commercial AccessPlus mentorship program, with emphasis on quality of business written and being strategic about companies to place business with. Conduct quality assurance audits for any bind confirmations received (# of audits on bind confirmations will vary). Assist in the planning and implementation of ongoing training initiatives for member agents, including Our Clients retail, and third parties seeking profes