PFS Account Manager I

Bank of Colorado; Greenwood Village (CO); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

8 paid holidays

17 PTO days per year

Health, dental, vision & life ins.

401K with employer contributions

Long-term disability & EAP

Job summary

Bank of Colorado seeks an Account Manager to independently manage client accounts and act as the primary contact, providing strategic insurance guidance across the full servicing lifecycle.

Responsibilities include generating proposals, certificates of insurance, maintaining agency records, handling claims and renewals, and ensuring effective communication with customers and colleagues. Occasional remote work may occur, but office presence is essential for collaboration.

Qualifications

• High School diploma or equivalent required.
• Proper insurance licenses required.
• Knowledge of insurance products and services beneficial.

Responsibilities

• Owns servicing life cycle for client accounts and serves as primary contact.
• Completes insurance proposals and quotes for agents and producers.
• Prepares and distributes certificates of insurance.
• Maintains accounts in the agency management system.
• Processes insurance claims and loss notices.
• Assists with renewals.
• Maintains regular attendance and office presence as required.
• Communicates effectively with coworkers and customers in person and remotely.

Skills

Insurance knowledge

MS Office & Agency Software

Customer & coworker communication

Multi-tasking & teamwork

Attention to detail

Office equipment operation

Cross-selling skills

Education

High School diploma or equivalent

Proper insurance licenses

Tools

Agency Software

Office equipment & devices

Job description

The Account Manager independently manages client accounts, serves as the primary client contact, and provides strategic insurance guidance while overseeing the full servicing lifecycle. For more information visit https://www.mypfsinsurance.com

• Assists with servicing customer account including phone calls and walk in customers.
• Completes insurance proposals and quotes for agents and producers.
• Prepares and distributes certificates of insurance.
• Maintain accounts on agency management system.
• Processes insurance claims and loss notices.
• Assistant with renewals.
• Regular and reliable attendance.
• Assists with other job-related duties as assigned by manager.
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
• Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of insurance products and services.
• Knowledge of Microsoft Word, Excel, PowerPoint, Outlook and Agency Software.
• Ability to communicate with customers and co-workers in a courteous and professional manner.
• Ability to multi-task, and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.
• Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
• Ability to cross-sell insurance products.

EDUCATION AND EXPERIENCE:

• High School diploma or equivalent.
• Proper insurance licenses.

BENEFITS:

• Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.

PHYSICAL REQUIREMENTS:

NOTE:

The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.

More Details

8-5pm, In Office

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses.Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Timebenefits include:

• 8 paid holidays.*
• 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.*
• After five years, 22 PTO days each year.*
• After ten years, 27 PTO days each year.*
• Employees must also complete the 90-day introductory period prior to accruing PTO.*
• New employees will receive 16 hours of paid sick time upon their hire date.*
• Health, dental, prescription drug card, vision, and voluntary life insurance plans.
• Health Savings Account with employer contributions.
• Flexible medical and dependent care spending plans.
• Parental Leave after one year of full time employment.
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
• Free checking account and basic printed checks.
• $50,000 group term life insurance.
• Long term disability insurance.
• Employee Assistance Program.
• EducationalAssistance.

*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [e-mail] or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. Bank of Colorado supports pay and transparency and complies with all applicable pay transparency laws. For more information, view the EEO KNOW YOUR RIGHTS.