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Commercial Lines Producer

2 months ago

Boulder, Colorado, United States PIIAC Full time
Job Summary

We are seeking an exceptional Commercial Client Account Manager to join our team at PIIAC. As a key member of our team, you will be responsible for retention and client relationship management, servicing a comprehensive book of business that includes all lines of property and casualty to both new and existing clients.

Key Responsibilities
  • Maintain excellent communication with team, internal and external clients at all stages of account cycle
  • Follow 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.
  • Maintain excellent communication with team, internal and external clients at all stages of account cycle
  • Provide 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
Requirements
  • 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.