Account Manager - Personal Lines

Adams Bank & Trust; Greeley (CO); On-site; USD 51,577,000 - 78,799,000; Full time

Job summary

Adams Insurance Advisors, part of Adams Bank & Trust, is seeking a qualified account manager to join our team. The role focuses on customer service excellence, collaboration with a team, and independent work to grow insurance business.

Responsibilities include directing production staff, pursuing new client opportunities, and maintaining accurate sales documentation. Licensing and a Bachelor's degree or equivalent experience are required.

Qualifications

• Must hold state-required insurance license and have 2+ years of personal and commercial lines account management.
• Bachelor's degree or equivalent work experience.
• Valid driver's license and reliable transportation.
• Strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.
• Ability to solve practical problems and deal with a variety of concrete variables in situations with limited standardization.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Proficiency with agency management systems and related software.

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.

Skills

Customer service

Teamwork

Communication

Time management

Problem solving

Organizational skills

Education

Bachelor's degree or comparable work experience

Tools

Agency management systems

Insurance software

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.

Salary: $18.00 - $27.50 per hour