Retail Account Manager/Agent
Fully Remote Delphi, IN
Description

About DOXA

DOXA Insurance is an Indiana based holding company that acquires specialty, niche-focused insurance distribution companies such as Managing General Agencies (MGA), Wholesale Brokers, and Program Administrators. We currently support over 20 unique insurance entities and grow our family of companies by leaps and bounds every year. DOXA’s leaders are experienced insurance executives with credentials in the niche and specialty insurance market. We are building a team that thrives on the excitement surrounding successful acquisition and the pride of helping create new start-ups.  This role will be housed in our subsidiary, Bradshaw Insurance Group


Bradshaw Insurance Group is a Transportation P&C Insurance MGA, which is located in Delphi, Indiana. We are looking to add an retail account manager/agent to our growing team. Our compensation package includes vacation and sick compensation; health, dental, vision, life and long-term & short-term disability insurance; 401(k) participation. 


Key Responsibilities

The Retail Account Manager is responsible for building and maintaining relationships with clients, driving sales growth, and ensuring customer satisfaction. This role involves customer service, account management, and collaboration with internal teams to meet client needs and achieve business objectives.

  • Identify and pursue new business opportunities to drive organizational growth.
  • Prepare and submit quotes for new accounts.
  • Communicate new business submissions to carriers.
  • Issue certificates for both new and renewal accounts.
  • Guide potential clients in understanding and meeting their insurance needs.
  • Provide support to existing clients by addressing questions about coverage, process changes, payment issues, and collaborating with relevant departments as necessary.
  • Prepare loss runs and reports as required.
Requirements
  • Bachelor’s degree preferred
  • Property & Casualty Licensing required 
  • Life & Health Licensing preferred
  • Five (5) years of sales and/or service experience in the commercial auto/trucking insurance industry preferred
  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Office Suite, windows environment and other office technologies 
  • Strong organizational skills and attention to detail
  • Ability to work in a fast-paced environment
  • Ability to work independently and as part of a cross functional team
  • A proactive and results-oriented mindset