Account Manager - Commercial Lines

Adams Insurance Advisors; Fort Collins (CO); On-site; USD 50,000 - 70,000; Full time

Job summary

Adams Insurance Advisors in Fort Collins, Colorado is seeking a qualified Account Manager to lead the production staff and coordinate agency activities. The ideal candidate will have a Bachelor's Degree or equivalent experience, at least two years in insurance account management, and a strong customer service background.

This role involves overseeing sales training, monitoring key metrics to meet sales targets, and collaborating with team members to ensure excellence in service delivery.

Qualifications

• Minimum of two years personal and commercial lines insurance account management experience.
• Possess a valid driver's license and reliable transportation.
• Strong knowledge of insurance products and industry operations.
• Ability to work independently and handle concrete variables.
• People-oriented and customer-focused with assertiveness.
• Excellent written and verbal communication skills.
• Proficiency in technology and computer systems.

Responsibilities

• Oversee production staff in goal setting and sales training.
• Network and plan for new clients and business opportunities.
• Monitor and report on sales metrics.
• Collaborate with team members and provide mentorship.
• Interface with insurance representatives.
• Coordinate marketing efforts.
• Quote premiums for new policies.

Skills

Customer service skills

Communication skills

Problem-solving

Organizational skills

Time management

Education

Bachelor's Degree or comparable work experience

Tools

Agency management systems

Job description

We're looking for a qualified, detail oriented, driven account manager to add to our Adams Insurance Advisors team. Highly skilled at customer service, both in person and over the telephone, is necessary for success in this position. Additionally, having the ability to work closely with a team as well as independently is a must.

Job Description

The Account Manager at Adams Insurance Advisors is responsible for directing and coordinating activities of the production staff of the insurance agency.

Responsibilities

• Oversee the production staff of the agency in goal setting and sales training.
• Actively partner, network, and plan for new producers, clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Interface with representatives of insurance companies and underwriters to know market availability.
• Coordinate marketing efforts with Marketing Coordinator.
• Quote premiums on potential new policies when necessary.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
• Possess a valid driver's license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.