Senior Insurance Account Manager

7 days ago


Greeley, Colorado, United States Capstone Search Group Full time
Insurance Client Service Role

About the Job

This is a key position in our Risk Management team as Senior Commercial Insurance Client Manager. The right candidate will have significant experience with larger accounts and be responsible for client retention.

The successful candidate will have strong communication skills to engage with clients, ensuring all their service needs are met during and after the renewal cycle. Exposure to various business sectors is an asset, including real estate, manufacturing, education, and more.

Main Responsibilities:

  • Establish and maintain solid client relationships, delivering services and addressing questions about coverage, billing, claims, and endorsements.
  • Process certificates, auto ID cards, new policies, cancellations, and financing.
  • Assist with the renewal process, gathering updated information, applications, and loss runs. Complete applications, prepare submission packets, coordinate communication with underwriters, and prepare RFPs, presentations, and binders.
  • Identify client needs and cross-selling opportunities, effectively communicating these to the sales team.

Requirements:

  • A minimum of three years of successful commercial property and casualty client service experience in a similar retail agency role.
  • Broad proficiency with commercial coverage forms such as general liability, property, auto, and workers' compensation.
  • An active state insurance license.

What We Offer:

  • The starting salary for this role is $80,000 annually, with potential for higher compensation based on experience.
  • Comprehensive employment benefits include health insurance, a company-sponsored 401(k) plan, and performance-based incentive programs.
  • A hybrid schedule is available, with offices in Denver and Northern Colorado.


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