Commercial Insurance Specialist

1 week ago


Greeley, Colorado, United States Capstone Search Group Full time

At Capstone Search Group, we're seeking a skilled Commercial Insurance Specialist to join our team as Senior Account Manager - Risk Management. This is an exciting opportunity for experienced professionals who want to work with larger accounts and drive client retention.

The ideal candidate will have a minimum of three years of commercial property and casualty client service experience in a retail agency role. They will be proficient in commercial coverage forms, such as general liability, property, auto, and workers compensation. Active state insurance licensure is required.

This position offers a starting salary of $75k-$90k annually, commensurate with experience. Comprehensive employment benefits include health insurance, a 401k plan, and performance incentive programs. A hybrid schedule is available with offices in Denver and Northern Colorado.

Responsibilities:

  • Establish strong client relationships and manage the delivery of services, 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 and prepare submission packets, coordinating communication with underwriters. Prepare RFPs, presentations, and binders.
  • Identify important client needs and cross-selling opportunities, effectively communicating those needs to the sales team.


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