Customer Account Executive

Job Summary

The Customer Account Representative serves as a key member of our client service team, supporting commercial insurance clients and internal staff. This individual will be responsible for servicing existing accounts, managing policy changes, processing certificates of insurance, assisting with renewals, coordinating with insurance carriers, and ensuring an exceptional client experience.

Key Responsibilities

• Respond to client inquiries regarding policies, coverage, billing, certificates, and endorsements.
• Process policy changes, endorsements, cancellations, and reinstatements.
• Prepare and issue Certificates of Insurance (COIs).
• Assist clients with claims reporting and carrier communications.
• Maintain accurate client records within the agency management system.
• Follow up on outstanding client requests and carrier requirements.

Policy & Renewal Management

• Support the renewal process by gathering underwriting information and renewal documentation.
• Review policies for accuracy and completeness.
• Aid Account Managers and Producers with renewal preparation.
• Cook with insurance carriers and underwriters regarding policy servicing needs.
• Track policy expiration dates and service timelines.

Administrative & Operational Support

• Maintain electronic client files and documentation.
• Prepare proposals, applications, and supporting insurance documents.
• Aid with new business submissions and onboarding activities.
• Monitor service requests to ensure timely completion.
• Support internal process improvement initiatives and agency workflows.

Client Experience

• Deliver responsive, professional, and accurate customer service.
• Build strong relationships with clients, carriers, and internal team members.
• Help maintain our reputation for clear communication, honest guidance, and exceptional service.

Qualifications

• 2+ years of customer service or insurance agency experience.
• Strong written and verbal communication skills.
• Excellent organizational and time management abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite and CRM/agency management systems.
• High attention to detail and commitment to accuracy.

Preferred

• Property & Casualty Insurance License (or ability to obtain within 90 days).
• Experience with commercial insurance accounts.
• Experience processing Certificates of Insurance and policy endorsements.
• Knowledge of commercial insurance coverages and carrier relationships.
• Experience with Applied Epic, HawkSoft, AMS360, or similar agency management platforms.

What Success Looks Like

• Client requests are handled quickly and accurately.
• Certificates, endorsements, and policy changes are completed efficiently.
• Renewals are organized and proactive.
• Producers and Account Managers receive strong operational support.
• Clients consistently receive the responsive service that differentiates.

Compensation & Benefits

• Competitive salary based on experience.
• Full range of Benefits:
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Work Location

Hybrid remote in Denver, CO