Rick Baker & Associates Insurance
Commercial Lines Producer
Full Time • Boulder
Insurance Commercial Lines Account Manager
Insurance Agency (Boulder, CO)
Insurance Agency (Boulder, CO)
Our Agency is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as a Commercial Client Account Manager. Our clients include businesses in a variety of industries from food trucks to commercial rental properties. The Account Manager is responsible for retention and client relationship management.
The successful candidate will service a comprehensive book of business that includes all lines of property and casualty to both new and existing clients. Ideal candidates must possess commercial lines experience, superior customer service skills, computer proficiency, and must also be extremely detail oriented, highly organized, and able to work independently.
Our agency has been in business for over 30 years and is very well known in the local community. The agency continues to prosper as is reflected by our client retention, rapid and consistent growth, carrier relationships and quality and experience of staff. We take pride in going above and beyond for our customers.
Job Duties:
· Maintains excellent communication with team, internal and external clients at all stages of account cycle
· Follows agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparation of submissions, identification of markets, following up for and comparing quotes, preparing proposals, presentation and post binding activity and documentation.
· Prompt response to all client requests including expedited requests for policy documentation, such as certificates, ID cards, etc.
· Maintains excellent communication with team, internal and external clients at all stages of account cycle.
· Provides sound recommendations and guidance to clients on insurance programs.
· Preparation of new business proposals and account summaries
· Handle incoming new business sales calls or walk-in business as needed
· Cross-sell or account rounding as needed ensuring clients have appropriate coverage
Job Experience/Qualifications:
· Minimum 1-3 years Independent Agency experience with current Property & Casualty license is required
· Knowledge of all lines of commercial insurance
· Communicate clearly, both verbally and in writing
· Ability to handle multiple tasks efficiently and perform multiple tasks in a complex working environment
· Willingness to learn and adapt to new software, systems, etc.
· Excellent time management and organizational skills
· Computer proficiency with Microsoft programs (Outlook, Word, Excel)
· Proficiency with insurance carrier servicing tools (HawkSoft)
PERKS OF THE JOB:
- Competitive Salary
- Paid time & flexible time off
- Generous benefits package: health, dental, 401(k), etc.
Compensation: $60,000.00 - $70,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)