Client Experience Manager Needed

Our local independent insurance brokerage is growing like crazy, and we need to bring on a new agent like you.


South Lake Agency has built a reputation for providing amazing coverage, competitive rates, unbeatable customer service, and prompt claims handling. Our agents are pillars in the community, and represent our agency well in the field.


  • Duties include:

  • Generating insurance documents and certificates of insurance

  • Processing policy changes

  • Providing quotes for prospective clients

  • Following up with clients after quotes are provided

  • Processing paperwork to on-board new clients

  • Accepting payments for insurance

  • Marketing activities

  • Helping clients file & follow-up with claims

  • Managing social media channels

  • Meeting with referral partners

  • & general office admin tasks


Unlike traditional "captive" insurance agencies that can only offer one product, we work with many different carriers. Because we work with top carriers like AAA, Travelers, Safeco, Encompass, Progressive, The Hartford, and more, we can find better rates and better coverage most of the time. Because of that, our clients are extremely happy, and so are you.


We use sophisticated software tools and classic customer service skills to attract, help, and maintain an amazing client base.


The position pays $40k-$60k+ depending on experience and performance.


We also provide:


-Build your own schedule

-In office training

-Robust CRM software

-Lead generation

-Full software suite for comparative rating, e-sign software, email, agency management, etc.

-Ability to work from home once you’re up and running

-Computers, business cards, desk, phone, website profile, high speed fiber internet, standing desk, + more.

-A relaxed and engaging office environment

-Membership with the local chamber of commerce, Lions, and a networking organization of your choice

-Bonus opportunity


We require 2 years of relevant industry experience, a property & casualty insurance license, clean criminal, credit, & financial background.


Priority will be given to currently licensed agents, insurance producers, & office managers looking to make the move from captive to an independent agent.


Ready? Let's get in touch. Email Andrew@southlakemn.com to set up a confidential appointment today.


24000 Hwy 7 Excelsior MN 55331

952-856-5500








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