Account Manager - Commercial Lines

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

Job summary

Adams Insurance Advisors is looking for a qualified Account Manager to enhance their team in Windsor, Colorado. This role involves overseeing production staff, driving sales training, and ensuring targets are met. Candidates should have at least two years of insurance account management experience, hold an insurance license for Colorado, and possess strong organizational and customer service skills. The position offers an opportunity to collaborate closely with a dynamic team while maintaining strong business relations with clients.

Qualifications

• Minimum two years in personal and commercial lines insurance account management.
• Required insurance license per state.
• Ability to interpret various instructions in written and oral form.

Responsibilities

• Oversee production staff in goal setting and sales training.
• Partner and network for new business opportunities.
• Monitor sales metrics and report on performance.
• Mentor staff and participate in meetings as needed.
• Interface with insurance representatives and underwriters.
• Coordinate with Marketing Coordinator on marketing efforts.
• Quote premiums for new policies when necessary.

Skills

Customer service skills

Sales training

Team collaboration

Problem-solving

Organizational skills

Time management

Technology proficiency

Education

Bachelor's Degree

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.