Assistant Commercial Lines Account Manager/CSR

piiac-careers; Lakewood (CO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive Pay

Health Insurance

Dental

Vision

Simple IRA

Voluntary Benefits

15 Personal Days

Holiday Pay

Professional Development

Job summary

Bradley Insurance Group is seeking an Assistant Commercial Lines Account Manager/CSR to join our Colorado team. You will manage client relationships, prepare applications, submit to carriers, handle renewals, and provide timely quotes with accuracy while maintaining CE and insurance licenses.

This role requires a Property & Casualty license and commercial lines account management experience, along with strong customer service and communication skills.

Qualifications

• Property & Casualty license required for commercial lines.
• Commercial lines account management experience is a must.
• Strong customer service and written/verbal communication skills.

Responsibilities

• Manage client relationships and provide exceptional customer service.
• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Complete applications and submit to carriers, follow up for policies or quotes.
• Process renewals and remarket as needed.
• Utilize computer software; Applied Epic experience is a plus.
• Maintain client relationships with accurate quotations and account support.
• Collaborate with team members and participate in meetings.
• Maintain CE and Insurance License.

Skills

Customer service

Communication

Organization

Time management

Education

Property & Casualty license

Tools

Applied Epic

Job description

Job Description

Bradley Insurance Group is seeking an Assistant Commercial Lines Account Manager/CSR. We are hiring full time and part time candidates.

Salary + commission and benefits! Flex hours possible.

Responsibilities

• Manage client relationships and provide exceptional customer service.
• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Complete applications and submit to appropriate carriers, follow up to ensure timely receipt of policies and or quotes.
• Process renewals and remarket, as needed.
• Ability to utilize computer software. Applied Epic experience a plus.
• Maintain excellent relationships with clients by providing accurate and timely quotations and account support.
• Collaborate with team members and answer questions and participate in formal and informal meetings.
• Maintain CE and Insurance License.

Qualifications

• Property & Casualty insurance license required and commercial lines account management experience a must.
• Strong customer service skills.
• Strong knowledge of insurance products, coverages, and industry operations to effectively secure new business and maintain existing client base.
• Organizational skills with attention to detail, ability to work efficiently under time constraints, and have good written and verbal communication skills.

Benefits/Perks:

• Competitive Pay
• Health Insurance
• Dental
• Vision
• Simple IRA
• Voluntary Benefits
• 15 Personal Days
• Holiday Pay
• Professional Development

About Us:

Bradley Insurance Group was organized in 1986. We are a mid-size, multiple lines independent insurance agency. Bradley Insurance Group represents a big-time menu of insurance companies and offer small town personalized service.