Account Manager - Personal Lines

Aiainsures; Windsor (CO); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance agency in Colorado is seeking an experienced Account Manager to oversee their production staff and ensure the achievement of sales targets. The ideal candidate will have a minimum of two years of experience in insurance account management and must possess a relevant insurance license. Strong customer service skills and the ability to work independently and collaboratively are essential. This role offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Minimum of two years of personal and commercial lines insurance account management experience.
• Must hold the insurance license required by the state.
• Possess a valid driver's license and reliable transportation.

Responsibilities

• Oversee production staff in goal setting and sales training.
• Monitor and report on key metrics to ensure sales targets are achieved.
• Collaborate with team members and mentors staff.

Skills

Customer service expertise

Organizational skills

Insurance product knowledge

Problem-solving skills

Communication skills

Education

Bachelor's Degree or comparable work experience

Job description

Overview

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, 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.