Personal Lines Account Manager

Personal Account Manager/CSR - Our client is an Independent Agency in located near the Loveland/Fort Collins area and is looking for an Account Manager to assist with rating and is being offered with a hybrid schedule. If you have experience with Applied EPIC and familiarity with rating systems for Travelers, Safeco, Nationwide, Progressive, etc. you may be a great fit for this role! For consideration, please apply online or email resume to

Job Description

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.

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

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  • Category


  • Location

    Windsor, CO

  • Order Type

    Direct Hire

  • Contact Phone

    (855) 228-7823 x103

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