Commercial Lines Producer

Rick Baker & Associates Insurance; Boulder (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Benefits package

Job summary

Rick Baker & Associates Insurance in Boulder, CO is growing and seeks an exceptional Commercial Client Account Manager to drive retention and strengthen client relationships for a diverse client base including food trucks and rental properties.

The role covers all commercial lines of property and casualty, with responsibilities that include renewal workflow, information gathering, market submissions, proposals, and timely response to client requests.

Qualifications

• Minimum 1-3 years Independent Agency experience with current Property & Casualty license is required.
• Knowledge of all lines of commercial insurance.
• Clear, written and verbal communication; ability to handle multiple tasks and adapt to new software.

Responsibilities

• Maintains excellent communication with team, internal and external clients at all stages of account cycle.
• Follows agency renewal workflow and timeline, including information gathering, submissions, market identification, quotes comparison, proposals, and post-binding activity.
• Responds promptly to client requests for policy documents like certificates and ID cards.
• Provides sound recommendations and guidance to clients on insurance programs.
• Prepares new business proposals and account summaries.
• Handles incoming new business sales calls or walk-in business as needed.
• Cross-sell or account rounding to ensure appropriate coverage.

Skills

Agency experience

P&C license

Commercial lines knowledge

Communication

Multi-tasking

Time management

Organizational skills

MS Office

Tools

HawkSoft

Job description

Insurance Commercial Lines Account Manager

Insurance Agency (Boulder, CO)

Our Agency is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as a Commercial Client Account Manager. Our clients include businesses in a variety of industries from food trucks to commercial rental properties. The Account Manager is responsible for retention and client relationship management.

The successful candidate will service a comprehensive book of business that includes all lines of property and casualty to both new and existing clients. Ideal candidates must possess commercial lines experience, superior customer service skills, computer proficiency, and must also be extremely detail oriented, highly organized, and able to work independently.

Our agency has been in business for over 30 years and is very well known in the local community. The agency continues to prosper as is reflected by our client retention, rapid and consistent growth, carrier relationships and quality and experience of staff. We take pride in going above and beyond for our customers.

Job Duties

• Maintains excellent communication with team, internal and external clients at all stages of account cycle
• Follows agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparation of submissions, identification of markets, following up for and comparing quotes, preparing proposals, presentation and post binding activity and documentation.
• Prompt response to all client requests including expedited requests for policy documentation, such as certificates, ID cards, etc.
• Maintains excellent communication with team, internal and external clients at all stages of account cycle.
• Provides sound recommendations and guidance to clients on insurance programs.
• Preparation of new business proposals and account summaries
• Handle incoming new business sales calls or walk-in business as needed
• Cross-sell or account rounding as needed ensuring clients have appropriate coverage

Job Experience/Qualifications

• Minimum 1-3 years Independent Agency experience with current Property & Casualty license is required
• Knowledge of all lines of commercial insurance
• Communicate clearly, both verbally and in writing
• Ability to handle multiple tasks efficiently and perform multiple tasks in a complex working environment
• Willingness to learn and adapt to new software, systems, etc.
• Excellent time management and organizational skills
• Computer proficiency with Microsoft programs (Outlook, Word, Excel)
• Proficiency with insurance carrier servicing tools (HawkSoft)

PERKS OF THE JOB

• Competitive Salary
• Paid time & flexible time off
• Generous benefits package: health, dental, 401(k), etc.