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Commercial Lines Producer Job at PIIAC in Boulder

PIIAC
Boulder, CO Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 4/2/2025

Insurance Commercial Lines Account Manager

Insurance Agency (Boulder, CO)

Our Agency is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as a Commercial Client Account Manager. Our clients include businesses in a variety of industries from food trucks to commercial rental properties. The Account Manager is responsible for retention and client relationship management.

The successful candidate will service a comprehensive book of business that includes all lines of property and casualty to both new and existing clients. Ideal candidates must possess commercial lines experience, superior customer service skills, computer proficiency, and must also be extremely detail oriented, highly organized, and able to work independently.

Our agency has been in business for over 30 years and is very well known in the local community. The agency continues to prosper as is reflected by our client retention, rapid and consistent growth, carrier relationships and quality and experience of staff. We take pride in going above and beyond for our customers.

Job Duties :

  • Maintains excellent communication with team, internal and external clients at all stages of account cycle
  • Follows 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.
  • Maintains excellent communication with team, internal and external clients at all stages of account cycle.
  • Provides 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

Job Experience / Qualifications :

  • 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.
  • Compensation : $60,000.00 - $70,000.00 per year

    YOUR FUTURE as an Independent Insurance Agent Starts Here

    If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a PIIAC member agency is a great career choice!

    The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.

    With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?

    This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.

    Salary : $60,000 - $70,000

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