Personal Lines Account Manager

Madison Insurance Group; Denver (CO); On-site; USD 42,000 - 56,000; Full time

Job summary

Madison Insurance Group in Denver seeks an Insurance Administrative Specialist to support service and retain personal lines clients, and assist Producers with marketing, renewals, and account changes.

Responsibilities include analyzing client needs, reviewing coverage forms, preparing applications with Producers, and submitting to carriers. You will also handle billing, renewals, audits, cancellations, and claims assistance as part of a collaborative team.

Qualifications

• Highschool diploma or equivalent required; insurance experience preferred.
• Active Property & Casualty license or ability to obtain within 60 days.
• Strong verbal and written communication; able to explain complex topics simply.
• Able to interpret policies, underwriting requirements, and abstract information.
• Knowledge of insurance products, markets, rating and underwriting procedures.

Responsibilities

• Support Client and Producer with service, marketing, renewals and account changes.
• Analyze client needs; review coverage forms and quotes; recommend solutions with Producer.
• Schedule client appointments; attend meetings with Producer when needed.
• Prepare applications with Producer; submit to carriers; track to bind/policy issuance.
• Prepare summaries of insurance, schedules, proposals, and client correspondence.
• Process binders, certificates, policies, endorsements; deliver communications.
• Manage midterm changes; coordinate corrections with carriers/clients.
• Administer renewals end-to-end in coordination with Producer.
• Review audits; coordinate corrections with client/carrier; ensure accuracy.
• Billing and A/R; pursue prompt payment; keep Producer informed on past-due items.
• Retention and cancellations; assess requests and alert Producer.
• Process carrier cancellations; ensure timely, accurate resolution.
• Assist clients with first notice of loss; facilitate carrier response; track status.
• Identify exposures and recommend appropriate coverages with Producer.

Skills

Client support

Producer support

Communication

Analytical

MS Office

Insurance systems

Education

High school diploma

Active P&C license or ability to obtain

Tools

EZLynx

Applied

AMS

Job description

• Focus: Service and retain personal lines clients; support Producers with marketing, renewals, and account changes
• Goal: Meet agency quality, service, and sales standards

Core responsibilities

• Client and Producer support
• Analyze client needs; review coverage forms and quotes; recommend solutions with Producer
• Schedule client appointments; occasionally attend prospect/client meetings with Producer
• Prepare applications with Producer; submit to appropriate carriers; track to bind/policy issuance
• Prepare summaries of insurance, schedules, proposals, and client correspondence
• Order/issue and verify binders, certificates, policies, endorsements; deliver with correct communications
• Process midterm changes and verify accuracy; coordinate corrections with carriers/clients
• Manage renewals end-to-end in coordination with Producer
• Review audits; verify accuracy; coordinate corrections with client/carrier
• Billing and A/R
• Follow agency billing procedures; pursue prompt payment; keep Producer informed on past-due items
• Retention and cancellations
• Assess cancellation requests; attempt account rescue; alert Producer
• Process and follow up on carrier cancellations to ensure timely, accurate resolution
• Claims assistance
• Assist clients with first notice of loss; facilitate prompt carrier response; track status; update Producer
• Identify exposures and recommend appropriate coverages with Producer

Professional development and teamwork

• Prioritize workload for accurate, timely processing across multiple steps/systems
• Maintain professional, courteous relationships with clients, colleagues, carriers, and vendors
• Stay current on industry trends, products, legislation, coverage, and technology
• Communicate clearly; collaborate to achieve agency goals

Qualifications

• Experience: Highschool diploma or equivalent required Insurance experience preferred
• Licensure: Active Property & Casualty (P&C) license or ability to obtain in first 60 days
• Communication: Strong verbal and written skills; able to explain complex topics simply
• Analytical: Able to interpret policies, underwriting requirements, and abstract information
• Market knowledge: Products, markets, rating, and underwriting procedures

Technology

• Proficient with MS Office
• Experience with insurance systems (e.g., EZLynx, Applied, AMS) preferred

Physical/working conditions

• Work mix: ~70% sedentary; frequent typing and repetitive hand motions
• Capabilities: Visual processing of written materials; clear, quick verbal communication; lift up to 10 lbs.
• Environment: Fast-paced, high call volume, frequent interruptions; accuracy and speed across complex workflows required
• Employment type: Full-time