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Account Manager / Sales Mentor
Posted: 06/24/2026
Job Number: 28145
Pay Rate: $60000 - $65000
Remote Friendly?:
Job Description
*CoVerica Agency Alliance
Job Description
Position 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 opportunity
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.
Job Title: Commercial Lines Sales Mentor
Department: AccessPlus
Reports to: AccessPlus Manager/Team Lead
Status: Exempt
Job SummaryUnder the immediate direction of the AccessPlus Team Lead, the Commercial Lines Sales Mentor is responsible for the distribution of quotes and bind requests to other AccessPlus team members, and also the quoting and writing of new business accounts on behalf of member agents. This position works closely with our member agents (agency principals, account managers and producers) and insurance carriers to streamline the delivery of information regarding new business opportunities and the new business process. This position requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills. The primary goal of this position is to help member agents close business 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 carrier’s 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 carrier’s 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 CoVerica retail, and third parties seeking professional training and direction on independent agent processes and procedures for sales & service.
- Coordinate, plan and assist with monthly, quarterly and annual meetings for member agents
- Proactively communicate and collaborate with external and internal customers to assess and meet information needs.
- Assist with content creation and rough drafts on various marketing material specific to the alliance, including monthly newsletters, white papers, and stewardship reports.
- Successfully engage in multiple initiatives simultaneously.
- Responsible to work collaboratively with others (internally and externally) to achieve common objectives, goals and results.
- Additional duties as directed.
- Highly organized.
- Polished and professional appearance.
- Excellent verbal and written communication skills and the ability to interact professionally with a diverse group –executives, managers, and subject matter experts.
- Respect all people, value differences, and deal with others the way you want to be treated.
- Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value.
- Handle our members with an eye on profitability for them and for ourselves.
- Treat our members like business partners.
- Tirelessly pursue new growth opportunities for our members, our companies, and ourselves.
- Focus on commitments and profitability with all companies and members.
- Research and utilize technology to enhance all that we do.
- Innovate, create, and foster the entrepreneurial spirit.
- Select business relationships carefully.
- Create value for our agencies and we create value for ourselves.
- Build long-term relationships based on honesty and integrity.
- Learn from our experiences and seek improvement.
- Use tenacity and persistency to win every time.
- Strive for the best image and reputation.
- Take ownership in all that we do.