Account Manager - Personal Lines

Adams Insurance Advisors; Greeley (CO); On-site; USD 60,000 - 80,000; Full time

Job summary

Adams Insurance Advisors is seeking a detail-oriented Account Manager to join our team in Greeley, Colorado. The ideal candidate will direct production staff, ensuring effective goal setting and sales training while also managing client relationships.

Successful candidates must hold a valid Colorado insurance license and have at least two years of personal and commercial lines insurance account management experience. Strong organizational and communication skills are essential for success in this role.

Qualifications

• Minimum of two years account management experience in personal and commercial lines.
• Hold the insurance license required by Colorado.
• Demonstrate strong knowledge of insurance products and industry operations.

Responsibilities

• Oversee the production staff in goal setting and sales training.
• Monitor key metrics to ensure sales targets are achieved.
• Interface with insurance representatives to know market availability.

Skills

Strong customer service skills

Teamwork

Organizational skills

Time management

Communication skills

Education

Bachelor's Degree or comparable 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.