Insurance Portfolio Manager

6 days ago


Longmont, Colorado, United States Evertree Insurance LLC Full time
Job Description

We are seeking a highly motivated Insurance Portfolio Manager to join our team at Evertree Insurance LLC. The successful candidate will be responsible for managing personal lines insurance portfolios, providing top-notch service to clients, partners, and carriers, and maintaining a positive attitude and being a team player.

The Day-To-Day:

  • Manage insurance policies, maintain client relationships, and balance incoming cases from email, phone calls, and internal requests.
  • Notate client files effectively from an errors and omissions standpoint so a team member has sufficient information when taking over the file.
  • Analyze how to handle specific situations to avoid bigger issues, and recognize when to properly follow up with clients, carriers, and partners.
  • Maintain knowledge of multiple insurance carrier portals and stay up-to-date in this fast-paced industry.

What We're Looking For:

  • Efficiency/organization, strong work ethic, calm under pressure, adaptability/coachability, enthusiasm, analytical skills, strong communication skills, tech savvy, and openness to criticism.

The Perks:

  • Health, dental, vision, disability, and life coverages, paid time off, paid maternity and paternity leave, 401(k) with match, team building and family-friendly events.

Estimated Salary: $60,000 - $80,000 per year, depending on location and experience.



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