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Personal Lines Insurance Account Manager

2 months ago

Littleton, United States Trailstone Insurance Group Full time

Personal Lines Account Manager


About Us:

At Trailstone Insurance, we are on a worthwhile venture, creating new pathways to meaningful purpose. In this endeavor, we embrace innovation, integrity, and technology, merged together with the heart of a teacher, to guide our expedition. We believe in fostering a collaborative and inclusive environment that empowers our team to achieve excellence while making a positive impact on our clients' lives.


Overview

To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers.


Responsibilities

  • Advise clients through email and phone as needed.
  • Endorse policies for clients as needed.
  • Build and maintain relationships with our existing client base.
  • Prepare and discuss quotes for existing customers.
  • Assist clients with their renewals.
  • Document customer interactions in agency management software.


Requirements

  • Property and casualty insurance license is required- with at least 1 years of insurance service or sales experience on the personal lines side.
  • Working knowledge of computer software: Microsoft Office products, Dropbox, and Customer Management Software.
  • Excellent communication skills - written, verbal, and listening.
  • Willingness to learn and be coached.
  • Able to work full time- typically 9-5, there is some flexibility on schedule.
  • 5 days a week in office


If you are passionate about making a difference in the insurance industry and working with a collaborative team, we invite you to apply for the Personal Lines Account Manager position. Join our team and take your career to new heights in a dynamic and rewarding environment.