Personal Insurance Associate
Our client is a reputable independent insurance agency in Northern Colorado and is looking for an experienced Account Manager/CSR. The Personal Insurance Associate will work with our client's personal lines team to ensure complete accuracy of all content, materials, and rates for personal insurance clients of the firm. This work must be done in a timely manner.
Essential Functions & Responsibilities:
- Enter data into carrier rating portals and comparative rating platform for new business and renewal policies.
- Work with Agency Management System to provide accurate information to colleagues, clients, and trading partners
- Maintain consistency in content between clients’ policies, endorsements, proposals, and applications
- Actively participate in all departmental and agency group meetings
- Respond to clients, colleagues, and trading partners in a timely manner
- Create a professional development plan to grow knowledge base in the personal insurance business
- Consistently focus on improving the client experience with the company at every opportunity
- Recommend and help to execute changes in procedures, workflows, and systems utilization to improve operation efficiencies in Personal Insurance Department
- Keep abreast of developments in the marketplace, including product line offerings, and changing insurance consumer trends and needs
- Perform other duties as assigned
Required Experience:
Colorado P&C license
3+ years as a Personal Lines CSR or Personal Lines Account Manager
Excellent Customer Service Skills
Applied EPIC experience preferred
Salary & Benefits:
Salary range for this role is $45k - $50k annually, depending on experience. Benefits include 401k, Health Insurance, and Paid Time Off.
Salary and benefits information is being included in this job posting in accordance with Colorado state law.