Insurance Account Manager - Lead Growth & Client Relations

Adams Bank & Trust; Greeley (CO); On-site; USD 51,577,000 - 78,799,000; Full time

Job summary

Adams Insurance Advisors, part of Adams Bank & Trust, is seeking a qualified account manager to join our team. The role focuses on customer service excellence, collaboration with a team, and independent work to grow insurance business.

Responsibilities include directing production staff, pursuing new client opportunities, and maintaining accurate sales documentation. Licensing and a Bachelor's degree or equivalent experience are required.

Qualifications

• Must hold state-required insurance license and have 2+ years of personal and commercial lines account management.
• Bachelor's degree or equivalent work experience.
• Valid driver's license and reliable transportation.
• Strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.
• Ability to solve practical problems and deal with a variety of concrete variables in situations with limited standardization.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Proficiency with agency management systems and related software.

Responsibilities

• Oversee the production staff of the agency in goal setting and sales training.
• Actively partner, network, and plan for new producers, clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Interface with representatives of insurance companies and underwriters to know market availability.
• Coordinate marketing efforts with Marketing Coordinator.
• Quote premiums on potential new policies when necessary.

Skills

Customer service

Teamwork

Communication

Time management

Problem solving

Organizational skills

Education

Bachelor's degree or comparable work experience

Tools

Agency management systems

Insurance software

Job description

Adams Insurance Advisors, part of Adams Bank & Trust, is seeking a qualified account manager to join our team. The role focuses on customer service excellence, collaboration with a team, and independent work to grow insurance business.

Responsibilities include directing production staff, pursuing new client opportunities, and maintaining accurate sales documentation. Licensing and a Bachelor's degree or equivalent experience are required.