Now Hiring - Conexus Insurance Partners - Professional Services Personal Lines Insurance Account Manager/CSR in Westminster, CO

Full description of the position

The Personal Lines Account Manager will work within our Personal Lines Department in conjunction with referring producers, and will be responsible for the inside sales, servicing, and relationship-building for our personal lines’ clients. They will assist with PL new and renewal account management, placement and coverage reviews, general account management, endorsements, and AMS (Applied Epic) maintenance. An excellent phone presence and willingness to work as part of a team are critical to the position. After an initial training period in our Westminster, Colorado office, we offer a hybrid remote work model.

Primary Duties:

• Promote and uphold our Company Core Values
• Support insurance agents and our agency with new and renewal submissions for clients’ insurance policies
• Prepare and plan for policies that are coming up for renewal
• Manage applications, change requests, endorsements, cancellations, payment processing, claims intake.
• Provide outstanding service and build relationships with clients to assist them with their insurance needs.
• Follow the agency process for managing all activity and client files in our Agency Management System (Applied Epic).

Additional skills, qualifications, education and/or experience required for success at our agency:

• Fast learner with acute attention to detail
• Excellent written and oral communication skills
• Strong computer software skills (Applied Epic & Microsoft Office Suite)
• Strong organizational skills and ability to multi-task
• Anticipates well and effectively manages time
• Familiarity with paperless office concept
• A positive and professional attitude
• Collaborates with others in teams. Promotes cooperation and shared successes throughout the company.
• Shares ideas for improvement.
• Clear and accurate communicator with verbal and written communication
• Exhibits of professional demeanor and style
• Displays an eagerness to learn and grow professionally.
• High School Diploma/GED (required)
• Colorado Property and Casualty insurance license (required)
• Minimum 3+ years insurance experience
• Experience with Applied Epic a plus
• Bilingual in Spanish a plus

Please note, background checks are conducted on all new hires to include education and licenses, as well as criminal, financial and work history.

If you begin a career at Conexus Insurance Partners, you will enjoy competitive compensation and the following benefits:

• Insurance: Conexus offers medical, dental, vision, STD, and LTD after a waiting period. The company contributes 100% towards the employee’s monthly premium (employee only, base plan) for the aforementioned insurance programs.
• 401(k): Conexus currently offers a 401(k) plan in which you are eligible to participate after one year of service.
• Paid Time Off: Each employee begins with 15 days per calendar year (the year begins on the date of employee’s date of hire) which will be accrued on a semi-monthly basis. Eligible PTO days granted increase over the course of the employee’s years of service.
• Paid Company Holidays: Our agency observes and is closed on most federal holidays. Each employee is also allotted one Floating Holiday per year.
• Year-End & Quarterly Bonus: Contingent upon role and agency and employee performance after one year of employment.
• Continuing Education & Insurance Designations: We encourage all employees to pursue continuing insurance education and designations through paid time off for classes and by offering an education portal and fee reimbursement.
• Paid Quarterly Volunteer Days: We are committed to our community and offer volunteer opportunities with selected nonprofits four times a year.
• Personal Paid Volunteer Time: Conexus encourages employees to become involved in their communities, lending their voluntary support to programs that positively impact the quality of life within these communities. Employees may take up to 16 hours of paid time off each calendar year to participate in their chosen volunteer program.

About Us

Conexus Insurance Partners is a 55+ year-old business, firmly rooted in community, whose focus is maximizing client protection through comprehensive insurance solutions, consultative education, ongoing partnership, and process simplification. People first is our passion and leading priority. With this perspective, we are dedicated to caring for and protecting our employees, families, community and clients through ongoing partnership, education, service, and care. We all work together towards 1 year, 3 year and 10-year goals.

We believe in a high level of excellence, from our industry knowledge to our commitment to ongoing learning, to our unparalleled client service. Our expertise and scale ensure that each client feels the support and professionalism of the Conexus experience.

Our clients are success-focused individuals and businesses that have assets to protect and are primarily based in Colorado. If you have experience working with this type of client – or want that experience – this role could be a great fit.

We seek out people who share our core values and strive to create real connections with our clients in a way that makes Conexus feel like an extension of their business. A partner, not a vendor.

You will love it here if:

• You are always learning
• You always do what’s right
• You are generous with your time and talents to provide a helping hand
• You have respect for all people
• You are a collaborative team player
• You look for ways to create fun and build relationships

We train our team and set clear expectations to help them succeed, and everyone on our team helps with our success. In this role, you’ll be accountable for keeping up to date on your assigned activities.

Our agency runs on an operating system called EOS. That means as a team member of our agency, you will have a leader who:

• Gives clear directions
• Makes sure you have the necessary tools
• Acts with the greater good in mind
• Delegates appropriately
• Takes time to truly understand your role and how you can help the company
• Makes their expectations clear
• Communicates well
• Has effective meetings
• Meets one-on-one with you quarterly or more, if needed
• Rewards and recognizes your performance

To learn more about our company culture and community involvement, check us out at [please apply online] Type: Full-time

Pay: $50,000.00-$60,000.00 per year

Please note: Starting base salary range for this position is $50,000-$60,000 annually, with opportunity for consistent merit increases and additional bonuses determined upon employment. The Company offers health benefits, paid/holiday time off, flexible work schedules, remote work options and an exceptional team culture/work environment.

Offers will typically be made in the bottom half of the listed range. The Company takes into consideration a candidate’s education, training, and experience, as well as the positions work location, expected quality and quantity of work, required travel (if any), external market and internal value, including seniority and merit systems, and internal pay alignment when in determining the salary level for potential new employees. Candidate's salary history will not be used in compensation decisions.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus pay
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Westminster, CO 80031: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Insurance: 2 years (Preferred)

Language:

• Spanish (Preferred)

License/Certification:

• Colorado Insurance License (Required)

Work Location: In person