Personal Lines Account Manager

Personal Lines Account Manager - Our client is an Insurance Agency located in Lakewood, CO and is looking for an Account Manager or CSR with 1+ years' experience to work on a Direct Hire basis. For consideration, please apply online or email resume to talent@activatestaffing.com.

Job Description

Account Manager / Customer Service Representative - Personal Lines

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, individual must be able to perform each essential duty satisfactorily:

New Business:

  • Assist producers and team mates in development of new accounts.
  • Gather application information, drivers list, vehicle list, loss runs, and submit to appropriate markets.
  • Check new business policies for accuracy against applications and proposal.
  • Ensure policies issue per agency standard.

Renewal Business:

  • Assist in monitoring renewal deadlines for assigned accounts.
  • Review renewals with producer per agency standard.
  • Submit applications to markets for quote based on agency standard, producer and client request.
  • Obtain additional information needed by carriers to provide quotes.
  • Check renewal policies for accuracy against expiring terms.
  • Contact assigned book of business annually.

Customer Service

  • Issue ID cards.
  • Answer telephone and provides basic customer service including information on billing, coverage, audits, and change requests.
  • Submit requested information to carriers.
  • Update management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance to department timeframes.
  • Data entry, including endorsements, certificates and basic client information from producer or customer.
  • Other duties as required.

Knowledge, Skills, And/or Abilities:

  • Ability to interact with staff and customers in a fast-paced environment
  • Excellent problem solving and decision-making skills
  • Flexible, proactive, resourceful, and efficient
  • High level of professionalism and friendliness is crucial to this role
  • Expert level of verbal and written communication skills
  • Strong attention to detail

Education And/or Experience:

  • Colorado P&C licensed
  • At least 1 years insurance account management experience
  • Genuine willingness to learn about the industry
  • QQ Catalyst experience a huge plus

Salary & Benefits:

Salary range for this role is $40k - $55k annually, depending on experience. Benefits include Paid Time Off and paid holidays.

Salary and benefits information is being included in this job posting in accordance with Colorado state law.

About Activate Staffing LLC

The Resource for Insurance Professionals
Activate Staffing is a premier staffing firm specializing in the Insurance Industry. Our staff is comprised of the best Insurance and Staffing professionals in the industry to fill the staffing needs of Insurance Companies, TPAs, Self-Insured Entities, and Retail and Wholesale Agencies and Brokerages. We have the breadth of knowledge and the skills needed to successfully match top-notch talent with highly rated companies. Give us a call, and Expect the Best!

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Job Summary

  • Job ID

    1577043

  • Category

    Agency/Brokerage

  • Location

    Lakewood, CO

  • Order Type

    Direct Hire

  • Contact Phone

    (855) 228-7823 x103

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