Commercial Lines Account Manager

About the role

As a Commercial Lines Account Manager, you will verify the accuracy of policies and endorsements for commercial accounts, systematically process received client information to maintain accurate and current client files, and collaborate closely with the Account Executive to provide steadfast support in servicing client accounts.

Responsibilities

• Review and process new and renewal policies promptly within a 10-day timeframe of receiving the policy, ensuring a thorough review with the Account Executive before sending it to the client.
• Request, review, and process endorsements to and from various carriers.
• Enter change requests into EPIC and ensure correction of all incorrect endorsements.
• Follow up with carriers for change requests not processed by the designated follow-up date.
• Issue certificates, auto ID cards, and verify their accuracy; forward them to clients with appropriate correspondence under the guidance of the Account Executive.
• Receive and process daily mail accurately and timely, updating EPIC and following official agency workflows.
• Demonstrate teamwork by collaborating with Account Executives and other agency employees.
• Attend Commercial Lines meetings, training, and classes as requested by management or required for maintaining appropriate state licensing and designations.
• Prepare and send insured letters associated with processed documents.
• Perform additional functions as assigned by management.

Skills

• Strong organizational and time management skills, demonstrating the ability to prioritize tasks effectively.
• Commitment to seeing work projects through to completion.
• Self-motivated with keen attention to detail.
• Capable of working collaboratively in a team environment as well as independently.
• Self-directed and proactive in approach.
• Strong reasoning skills.
• Meticulous attention to detail and accuracy.
• Ability to analyze and interpret complex and abstract situations.
• Effective communication skills, both verbal and written, in a clear and concise manner.
• Upholds honesty, integrity, professionalism, and respect.

Qualifications

• Prior insurance experience is desirable.
• Proficiency in utilizing a desktop or laptop computer, calculator, agency management system, and all Microsoft products, including Word, Excel, and Outlook, is essential.
• Must maintain an insurance license as mandated by the Colorado State Department of Insurance and Mountain West Insurance & Financial Services, LLC.

Work Environment / Physical Demands

• Extended periods of sitting at a desk while using a computer and other office equipment.
• Repetitive motion tasks, such as typing, data entry, and phone use.
• Occasional lifting of files or other materials, typically weighing up to 20 pounds.
• Ability to move freely around the office space to collaborate with colleagues or access office resources.
• Visual acuity to read documents, screens, and fine print on documents.
• Manual dexterity to operate office equipment and handle paperwork efficiently.
• Ability to maintain focus and attention to detail in a sometimes fast-paced and multitasking environment.
• The office environment typically has a moderate noise level consistent with a professional office setting.
• Some travel may be required for attending training sessions, conferences, or meetings with clients or stakeholders. A valid driver's license and reliable transportation may be necessary for travel to off-site locations.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay

$25 - $32 per hour

Benefits

• Medical, Dental, Vision
• 401k with company match
• Paid Time Off (PTO)