Senior Insurance Account Manager

The Shults Agency
Utica, NY

Job Description

Job Description

Job Title: Senior Sales & Service Team Lead

The Mission We are looking for a servant-leader to act as the heartbeat of our agency. As the Sales & Service Team Lead , your mission is to lead, inspire, and equip our team to deliver world-class protection to our community. You aren't just managing workflows; you are cultivating a culture of excellence, honesty, and proactive care.

The Leadership Impact

  • Team Mentorship: Lead by example in daily operations, coaching team members on how to analyze risks and provide "coverage coaching" rather than just "selling policies."
  • Operational Excellence: Contribute to AND oversee the day-to-day execution of service requests, ensuring the team maintains high standards of speed and accuracy.
  • Growth Strategy: Identify untapped sales opportunities within the current book of business and empower the team to execute prospecting activities effectively.
  • Tech Optimization: Champion the proper use of the agency management system, while ensuring the team is using it productively and efficiently.
  • Culture Carrier: Participate in and maintain an environment of integrity and high work ethic, ensuring every customer receives that personal touch in their insurance journey.

Who You Are

  • A Proven Leader: You have a track record of delivering results through others and possess a natural disposition for serving both your team and your clients.
  • Strategically Minded: You don't just see a task; you see the process. You are always looking for ways to improve efficiency and customer retention.
  • Communication Pro: You can navigate difficult client situations with grace and provide clear, constructive feedback to your team.
  • Industry Expert: An insurance license and prior experience are required for this leadership tier, as you will be the "go-to" resource for complex coverage questions.

What We Offer

  • Leadership Compensation: A competitive base salary reflective of your management experience and professional licensing.
  • Performance Bonuses: Sales-based AND performance-based incentives tied to the overall growth and health of the agency.
  • Competitive Benefits: 401k contribution, health, generous PTO.
Company Description

Our office is a fast paced high intensity growing office, and we place the needs of our clients first and foremost. The agency has been here for over 150 years, and in the same family from 1975 through 2022. Many of our team members have been here for over 10 years, a number of them over 20, and a couple over 30! We bring an extremely unique combination of local, regional, and national insurance companies to our customer's doorstep. Our client's response to that combination of product variety and level of customization at an extremely competitive price has produced the long term successful track record that The Shults Agency continues to be blessed with today.

Company Description

Our office is a fast paced high intensity growing office, and we place the needs of our clients first and foremost. The agency has been here for over 150 years, and in the same family from 1975 through 2022. Many of our team members have been here for over 10 years, a number of them over 20, and a couple over 30! We bring an extremely unique combination of local, regional, and national insurance companies to our customer's doorstep. Our client's response to that combination of product variety and level of customization at an extremely competitive price has produced the long term successful track record that The Shults Agency continues to be blessed with today.

Posted 2026-06-26

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