Commercial Insurance Account Manager

Crest Insurance Group; Denver (CO); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Telehealth

401K match

PTO and sick time

Job summary

Crest Insurance Group in Denver seeks a skilled Commercial Lines Account Manager to service a diverse portfolio of commercial accounts and collaborate with Producers to retain and grow client relationships.

You will review coverages, process new business, renewals, audits, endorsements, and cancellations with accuracy, and coordinate with carriers to secure optimal terms while maintaining precise documentation in our agency management system.

Qualifications

• Active Property & Casualty Insurance license.
• 3-5+ years of commercial lines experience in an independent agency setting.
• Proficiency in Microsoft Office Suite.
• Excellent organizational skills with ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Commitment to an in-office collaboration with some remote flexibility.

Responsibilities

• Partner with Producers to service and retain commercial accounts.
• Build trusted relationships with clients through proactive communication and exceptional service.
• Review and recommend appropriate coverages; identify opportunities to expand account protection.
• Process new business, renewals, endorsements, audits, and cancellations with accuracy and timeliness.
• Support Producers with proposals, summaries of insurance, and marketing/quotation process.
• Educate clients on coverages, exclusions, and policy requirements.
• Coordinate with carriers and wholesalers to secure optimal coverage terms.
• Maintain accurate documentation in agency management system.
• Handle invoicing and accounting procedures promptly and accurately.

Skills

Communication

Organization

Multitasking

Team collaboration

Tools

Microsoft Office

Applied EPIC

CSR24

Job description

Crest Insurance is seeing a skilled Commercial Lines Account Manager to join our Denver office. This role offers the opportunity to build on a rewarding career in a collaborative, client-focused environment while servicing a diverse portfolio of commercial accounts.

What You'll Do

• Partner with Producers to service and retain commercial accounts
• Build trusted relationships with clients through proactive communicate and exceptional service
• Review and recommend appropriate coverages; identify opportunities to expand account protection
• Process new business, renewals, endorsements, audits, and cancellations with accuracy and timeliness
• Support Producers with proposals, summaries of insurance, and marketing/quotation process
• Educate clients on coverages, exclusions, and policy requirements
• Coordinate with carriers and wholesalers to secure optimal coverage terms
• Maintain accurate documentation in agency management system
• Handle invoicing and accounting procedures promptly and accurately

What You'll BringRequired

• Active Property & Casualty Insurance license
• 3-5+ years of commercial lines experience in an independent agency setting
• Proficiency in Microsoft Office Suite
• Excellent organizational skills with ability to manage multiple priorities
• Strong written and verbal communication skills
• Commitment to an in-office collaboration with some remote flexibility

Preferred

• Experience with Applied EPIC and CSR24

Benefits

At Crest, we pride ourselves on providing a highly competitive and comprehensive benefits package including Medical, Dental, Vision, Telehealth, 401K match, several ancillary products and a generous PTO and sick time bank. This is an amazing piece of your total compensation package.

Crest Insurance is an equal opportunity employer.

Salary: $70000 - $85000 per year