Now Hiring - Crest Insurance Group - Insurance Account Manager - Commercial Lines in Denver, CO

Full description of the position

Crest is looking for a top-notch Commercial Lines Account Manager with experience focusing on the habitational line of business, specifically large property schedules. This is an opportunity of a lifetime to have a career in a fast-growing insurance brokerage firm. We have physical locations in Arizona, Colorado, California, and Wyoming servicing customers in all 50 states.

Minimum Qualifications:

• Must have and maintain a current Property & Casualty Insurance license.
• 3 or more years related experience; or High School Diploma/GED and 5 or more years related experience
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to navigate various carrier websites to retrieve items for processing or customer inquiries.
• Working knowledge of CSR24

Preferred Qualification:

• Bachelor’s degree
• Previous experience working in EPIC

Additional Knowledge Skills and Abilities:

• Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Must possess excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.

Examples of Essential Job Duties:

• Develops relationships with clients and prospects, partnering with Producer(s) to service and retain assigned client accounts
• Assists Producer(s) in identifying and recommending appropriate coverages to clients and prospects to comfortably solicit increases in coverage or rounding out accounts at every service contact.
• Assist Producer(s) in coordinating with marketing during the marketing and quotation process, creating Summaries of Insurance and Proposals of Insurance
• Educate clients and prospects on coverages, important exclusions, and other documentation requirements.
• Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, and similar documents for accuracy and communicate changes successfully to the carrier.
• Confirm all coverage is bound
• Issue binder or obtain binders from wholesalers on behalf of customers as needed.
• Incorporate the capabilities of the Agency management system into the daily workflow
• Assists with clients’ access & utilization of the Client Portal
• Performs timely and accurate invoicing per agency policy and procedure
• Other duties as assigned.

Crest is an equal opportunity employer, ensuring that no applicant for employment or employee is denied equal opportunity because of race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability, family medical history or genetic information, political affiliation, or military service.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 3 years

Schedule:

• Monday to Friday

Application Question(s):

• This position is a 40 hour per week position. Typical hours are 8:00 AM to 5:00 PM. Are you willing to work the hours required for this position, including additional hours as needed during peak renewal periods?
• This position is a mid-level position with a pay range reflective of the knowledge, skills and abilities required to perform the essential job duties. What is your expectation regarding your minimum annualized salary?

License/Certification:

• Property & Casualty Insurance license (Preferred)

Work Location: In person