Commercial Lines Account Manager

First West Insurance, Inc; Bozeman (MT); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid cafeteria plan options

Retirement plan

Employer-provided life and disability insurance

Paid vacation and holidays

Job summary

First West Insurance, Inc in Bozeman, Montana is seeking a Commercial Lines Account Manager for a customer service-focused position. The role involves servicing new and existing accounts and requires strong communication, organizational skills, and familiarity with insurance processes. Candidates should have post high school education and 3-5 years in the insurance industry preferred. The company offers a competitive compensation package, benefits, and a hybrid work environment.

Qualifications

• 3-5 years insurance industry experience preferred, but not required.
• Experience with Applied EPIC agency management software is a plus.
• Strong communication skills, both written and verbal.

Responsibilities

• Perform account reviews and process insurance policy renewals.
• Discuss and explain insurance coverage with clients.
• Take claim information and report claims to insurance carriers.

Skills

Strong communication skills

Excellent organizational skills

Attention to detail

Time-management skills

Education

Post high school education from a college/university or similar program

Tools

Applied EPIC agency management software

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

This is a customer service-focused position for an individual who has a strong desire to work directly with property and casualty insurance clients to service their insurance needs. This is a non-exempt full-time position (37.5 – 40 hours per week).

Under the direct supervision of the Commercial Lines Department Manager, a commercial lines account manager is part of a team responsible for servicing new and existing accounts in the commercial insurance department.

ESSENTIAL JOB FUNCTIONS

RESPONSIBILITIES, TASKS, AND DUTIES

• Perform account reviews and process insurance policy renewals
• Discuss and explain insurance coverage with clients and respond to client needs for policy changes
• Take claim information and report claims to insurance carriers
• Quote and market new accounts in conjunction with the sales staff
• Work collaboratively with the department team to follow processes and procedures of the firm to ensure excellent client service.
• Communicate clearly in writing and verbally
• Document client accounts with detailed, accurate information
• Organize workflow and process work efficiently
• Develop caring and committed relationships with clients and co-workers
• Work effectively in a variety of software programs
• Stay abreast of industry and carrier changes and products
• All other duties and responsibilities as assigned.

SUPERVISORY RESPONSIBILITIES

None

NON-ESSENTIAL JOB FUNCTIONS

• Involvement with insurance carrier meetings
• A commitment to continuing education opportunities

COMPENSATION PACKAGE

A competitive compensation package based on experience.

Benefits, including paid cafeteria plan (election options: health insurance, day care, medical reimbursement, and vision/dental), retirement plan, employer-provided life and disability insurance, and paid vacation and holidays.

Our company offers hybrid work options depending on experience, job duties and each team member’s ability to meet the goals and expectations set for them by First West leadership.

QUALIFICATIONS

Post high school education from a college/university, community college or similar program.

3-5 years insurance industry experience preferred, but not required

Experience with Applied EPIC agency management software or similar platform such as Vertafore AMS 360 preferred

Experience using Microsoft software products including Outlook, Excel, and Word.

Excellent organizational and time-management skills with attention to detail.

Strong communication skills, both written and verbal.