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Commercial Insurance Account Assistant

1 month ago

Johnstown, Colorado, United States PFS Insurance Group Full time
Job Overview

PFS Insurance Group is seeking a detail-oriented and organized individual to assist our commercial lines account managers.

We take great care of our clients and need a great team to ensure that we deliver on our promise to our clients every day.


Key Responsibilities:

  • Provide support to commercial account managers with a variety of tasks.
-Prepare Insurance applications, summaries & proposals for new business and renewal business -Online rating and quoting -Process endorsements, change requests, bank deposits, incoming & outgoing mail. -Input data into the Epic management system -Submit claims to carrier -Assist with phones -Prepare finance agreements -Assist with marketing of insurance to carriers -Room for advancement to an account manager position

Candidate Profile:

  • This role requires someone who enjoys being part of a team.
-Attention to details is a must -Stellar computer skills -Ability to multi-task -Passion for helping others -Has a positive attitude -Strong communication skills -2 years of commercial lines experience and a current P&C license is preferred, but not required. You will be required to get your insurance license in the first 6 months of employment. -Experience with the Epic agency management system is a plus.

What We Offer:

  • A dynamic and supportive work environment.
-Opportunities for professional growth and development -Competitive compensation and benefits package -Recognition and rewards for outstanding performance