In Office: Account Manager

Pamela De La Cruz-Farmers Insurance Agency; Denver (CO); On-site; USD 42,000 - 64,000; Full time

Job summary

Pamela De La Cruz-Farmers Insurance Agency in Denver seeks an Account Manager who will serve as the first contact for clients, answering questions and guiding policy matters with warmth and professionalism.

You will support agency growth by cross-selling appropriate coverages, maintaining records, and delivering reliable service to protect our community's financial security.

Qualifications

• Active Property & Casualty and Life & Health licenses in Colorado.
• Previous experience working in an insurance agency or customer service role.
• Strong comfort level with computer systems and digital documentation.
• Polished and clear verbal and written communication style.
• Ability to solve problems independently and manage daily tasks with attention to detail.

Responsibilities

• Client Service: Assist clients with policy questions, service requests, billing inquiries, and other insurance-related needs while providing a professional and welcoming experience.
• Cross-Selling & Account Growth: Proactively identify opportunities to offer additional coverage and recommend appropriate insurance products to help clients protect their homes, vehicles, businesses, and families.
• Client Retention: Build strong relationships with existing clients, address concerns, follow up on service needs, and help prevent policy cancellations by ensuring clients feel valued and supported.
• Relationship Building: Develop trust with clients by understanding their needs and providing personalized service and insurance solutions.
• Agency Growth: Help strengthen our existing book of business by turning everyday service interactions into opportunities to deepen relationships, improve retention, and increase account value.

Skills

Customer service

Communication

Problem solving

Attention to detail

Computer literacy

Education

Colorado Property & Casualty and Life & Health licenses

Job description

Job Description

Welcome to Pamela De La Cruz-Farmers Insurance Agency, where we believe that insurance is truly about protecting the people in our community. Based right here in beautiful Denver, our office is a place where we prioritize genuine care and reliable service above all else. We are looking for an Account Manager who wants to do more than just process paperwork; we want someone who is eager to connect with our neighbors and help them feel secure in their financial future. When you join our team, you are becoming a representative of an agency that values integrity, transparency, and a positive outlook. You will be the first point of contact for many of our families, providing them with the guidance they need to navigate life's unexpected moments. We cultivate an inviting atmosphere where your contributions are recognized and your professional growth is encouraged every single day. If you are a friendly, organized individual who enjoys making a tangible difference in people's lives, we would be delighted to have you on board with us.

Benefits

• Hands on Training
• Career Growth Opportunities
• Paid Sick Days

Responsibilities

Client Service: Assist clients with policy questions, service requests, billing inquiries, and other insurance-related needs while providing a professional and welcoming experience.

Cross-Selling & Account Growth: Proactively identify opportunities to offer additional coverage and recommend appropriate insurance products to help clients protect their homes, vehicles, businesses, and families.

Client Retention: Build strong relationships with existing clients, address concerns, follow up on service needs, and help prevent policy cancellations by ensuring clients feel valued and supported.

Relationship Building: Develop trust with clients by understanding their needs and providing personalized service and insurance solutions.

Agency Growth: Help strengthen our existing book of business by turning everyday service interactions into opportunities to deepen relationships, improve retention, and increase account value.

Requirements

Active Property & Casualty and Life & Health insurance licenses in Colorado.

Previous experience working in an insurance agency or customer service role.

Strong comfort level with computer systems and digital documentation.

Polished and clear verbal and written communication style.

Ability to solve problems independently and manage daily tasks with attention to detail.