Commercial Account Manager - Farm & Ranch
Our client is a reputable and fast growing insurance brokerage in Northern Colorado and is looking for an Account Manager with Farm & Ranch experience. This is a unique opportunity to work in an existing and consistent book of insureds with a couple of client owners who are industry veterans. Sourcing carrier solutions, learning each client's risk and exposure as they renew and marketing new business to onboard clients are critical elements of this role.
Primary Responsibilities and General Duties for Farm & Ranch and Commercial Lines
Serve as an example of high competency in communicating with all clients and trading partners, anticipating questions, displaying exceptional follow-up, and presenting positive solutions as an insurance consultant. Client Managers are expected to work in a team and deliver best-in-class consultative service to our clients.
Continue to learn, develop competency and work within Agency Systems to provide accurate information to colleagues, clients, and trading partners. Maintain consistency with all content specific to clients’ policies, endorsements, proposals, billing, proof of insurances and applications.
Responsibilities and Duties include but are not limited to,
- Consistently focus on improving the client experience at every opportunity
- Market & Rate new/renewal business in timely manner
- Enter applications for Risk Advisors into EPIC and marketing at R.A.’s request and timeline.
- Review for accuracy, develop and provide proposals for Risk Advisors.
- Process activities noted accurately and in a timely manner.
- Work/Process/attach emails same day or in a timely manner.
- Authority to process policy change requests to carriers using independent discretion and processes the changes in EPIC according tour workflow.
- Authority to address clients’ questions & changes in a timely manner.
- Invoice Transactions for Agency Bill policies and endorsements, process/deliver to client.
- Review new policies/premiums for accuracy.
- Request renewal information from client via Indio
- Review renewal policies for accuracy & premium increases (notify Risk Advisors as needed)
- Execute Finance Agreements as needed.
Required Skills & Attributes
- Some Farm & Ranch service experience is preferred but not required.
- 5+ years of Commercial Account Management experience
- 5+ years of experience with Applied EPIC – a plus
- Colorado P&C License
Salary & Benefits:Salary range for this role is $60k - $85k 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.