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Commercial Lines Account Manager
Associates Insurance Group

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Commercial Lines Account Manager
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Associates Insurance Group
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Job Summary

Wage
$40k-100k per year
Job Type
Full-time
Job Last Posted
Job posted 9 hours ago
Job Role
Insurance Agent, Insurance
Job Schedule
Afternoons, Mornings, Weekdays

Job Description

We are Colorado's premier commercial insurance brokerage. We generate commercial CASES for you to quote/close.

Position Title: Commercial Lines Account Manager

Scope: Drive revenue by closing new commercial accounts we provide you and renewing current clients. Provide prompt, accurate, and courteous service to our commercial account clients on a daily basis in order to maintain our business and preserve the company's reputation as a leader in the industry. Collaborate with the business development team, VP's and retention team.

Essential Duties/Responsibilities:

  • Act as the primary contact for general insurance questions and policy changes
  • Handles marketing of accounts to include:
    • Prepares renewal specification summaries
    • Collects renewal data
    • Obtains preliminary renewal indications
    • Determine applicable markets
    • Completes applications
    • Follow-up with underwriters for quotes
    • Compares quotes for coverage, limits, and pricing
    • Negotiates terms, conditions and pricing of accounts
    • Prepares proposals
    • Participates in proposal presentations
    • Issues binding instructions and notifies companies with unsuccessful quotes
    • Issues binders, invoices, and claim kit instructions
    • Completes surplus lines diligence and affidavits when applicable
    • Performs general insurance tasks as necessary, which may include invoicing, certificates, auto ID cards, endorsements, and policy summaries
    • Checks policy:
    • Per policy checklists
    • Reviews and compares coverage forms
    • Advise management of any changes
    • Responsible for integrity of policy data
  • Pursues, secures, and records expiration dates for future sales at every opportunity
  • Maintains professional and positive relationships with our company underwriters at all times
  • Maintains professional and positive relationships with our company marketing representatives
  • Complies with front line underwriting requirements on all new applications to be within our binding authority
  • Explains coverages, limitations, and alternatives to each prospective client at point of sale or delivery of policy so they have an understanding of the coverage they purchased
  • Quotes, prepares, and provides and proposal of insurance when required to fulfill a client's request
  • Process all documents pertinent to new sales in accordance with the commercial lines procedures when writing new business
  • Provides excellent customer service and teamwork

Other Duties/Responsibilities:

  • Maintains weekly and monthly reports in order to forecast progress to partners. *includes pipeline and TPE reports
  • Participate in training to enhance knowledge and skills
  • Informs manager of all matters that may affect the performance of assigned tasks and/or overall operations of the department
  • Performs other duties as requested

Qualifications:

  • Advanced ability to solicit and sell commercial lines insurance policies
  • Basic knowledge in accounting principles including invoicing and cost allocation
  • Ability to work independently and maintain attention to detail
  • Good organization skills
  • Working knowledge of how to coordinate coverages
  • Advanced written communication skills
  • Excellent customer service and teamwork skills
  • Advanced knowledge of computer software packages including Microsoft Word, Excel and outlook programs and any agency quoting/rating systems
  • Ability to learn and perform new duties and responsibilities
  • Ability to travel offsite as needed
  • Must carry minimum Auto Liability limits of 100/300 and $50k property damage

Education or formal training:

  • Requires a Multi Lines Insurance License for the state of Colorado
  • Requires a high school diploma or college degree
  • Requires current Colorado Driver's license

Experience:

  • Requires a minimum of five years (no more than 10) progressively responsible experience in dealing directly with commercial insurance coverage. Experience in an independent agency a plus. 

Business Overview

Our Story

Our company's dramatic growth is fueled by our passion to save our clients money and enhance their service levels for their Workers Compensation program. The industry (our competition) has neglected their clients' Work Comp coverage in terms of carrier options, policy design, applicable discounts and service assistance. Any division of our company, whether it's sales, account management, safety, claims coordination or service, will be well-versed in Work Comp. We constantly evolve our Work Comp offerings for our clients. Work Comp is our business and our clients agree that they deserve this specialization.

Culture & Perks

Benefits
Retirement Benefits
Perks
Casual Dress
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