Small Business Account Manager servicing commercial lines insurance clients in Colorado. Responsible for managing accounts and collaborating with a supportive team.
Responsibilities
Maintain a book of commercial accounts
Coordinate the processing of all commercial lines new and renewal business
Work with producers to maintain synergy with corporate goals and client needs
Prepare quotations and new client proposals
Complete new business applications and upload using appropriate automation system
Review new policies for accuracy
Process endorsements and renewals through communication with clients and companies
Pursue professional studies and maintain familiarity with industry trends
Maintain account files in accordance with established procedures
Establish and maintain good working relationships with company representatives and clients
Requirements
Current Property/Casualty Insurance License
4-7 years of brokerage experience
High school diploma required, though college degree preferred
Understand and analyze insurance coverages, forms, and policies
Above average math skills
Strong written, oral, and phone communication skills
Organize, set, and maintain priorities
Basic knowledge/experience with an agency management system
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