About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, insurance, risk management, and financial services firm.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

This full-time, hybrid Insurance Account Manager / Sales Associate role is based in Melville, NY. The position focuses on building and managing client relationships, delivering risk-management guidance, supporting insurance program placement and carrier negotiation, and helping clients select employee benefits and retirement solutions. We're open to candidates from entry-level through senior associate — we value communication skills, client-focus, and the ability to grow revenue.

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What You’ll Do

• Manage and grow client relationships across employee benefits and property & casualty portfolios.
• Provide tailored risk management and benefits solutions based on client needs.
• Assist with insurance program placement and carrier negotiations.
• Prepare proposals, quotes, renewals, and other client-facing documentation.
• Maintain accurate client records and CRM documentation.
• Coordinate with underwriting, operations, and service teams to deliver seamless client service.
• Support business development activities and contribute to sales/retention goals.

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Qualifications

• Strong communication, interpersonal, and negotiation skills.
• Experience in client relationship management, customer service, or sales (entry-level to senior considered).
• Familiarity with insurance products, risk management concepts, and client portfolio oversight.
• Proficiency with CRM systems, spreadsheets, and presentation tools.
• Strong organizational skills and attention to detail.
• Ability to work independently and collaboratively in a hybrid environment.

Preferred (not required):

• Bachelor’s degree in Business, Finance, or related field.
• Relevant insurance licenses or industry designations.
• Experience with Property & Casualty (Workers’ Compensation, D&O, Professional), Employee Health Insurance Plans, 401(k) and retirement programs, captive insurance, or life insurance.

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Compensation & Benefits

• Base salary: $50,000 – $85,000 per year (range depends on experience).
• Uncapped commission; OTE examples cited up to $100k–$200k+.
• Benefits package and strong growth potential.
  (Compensation reflects the information provided by the client and aligns with New York pay-transparency expectations.)

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Work Location & Schedule

• Hybrid role based in Melville, NY (flexibility to work from home on select days).
• Full-time schedule; occasional travel or client meetings may be required.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.