Account Manager - Personal Lines
$3,744,000–$5,720,000 year
On-siteWindsor, Colorado, United States
Job Summary
Oversee the production staff in goal setting and sales training while actively partnering with new producers, clients, and business opportunities. Monitor and report on key metrics to ensure sales targets are achieved, execute sales activity documentation, and quote premiums on potential new policies when necessary. Collaborate with team members to mentor staff, provide expertise, and interface with insurance company representatives and underwriters to determine market availability. Coordinate marketing efforts with the Marketing Coordinator. Requires a valid driver's license, state insurance license, and two years of personal and commercial lines experience.
Required Qualifications
- insurance license required by your state
- minimum of two years personal and commercial lines insurance account management experience
- Bachelor's Degree or comparable work experience
- valid driver's license
- source of reliable transportation
- strong knowledge of insurance products and usages
- rating procedures
- underwriting procedures
- coverages
- industry operations
- ability to solve practical problems
- deal with a variety of concrete variables in situations where only limited standardization exists
- interpret a variety of instructions furnished in written, oral, diagram, or schedule form
- people-oriented
- customer-focused
- professionally assertive in developing new client relationships and servicing existing clients
- outstanding organizational skills
- ability to complete difficult assignments without supervision
- sound business judgment
- strong decision-making
- superior written and verbal communication skills
- excellent time management skills
- thrive in a team environment
- Technology and Computer proficiency including agency management systems
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