
Account Manager
- Denver, CO
- $60,000-70,000 per year
- Permanent
- Full-time
- Manage the activity for assigned accounts, including setting up new and renewal policies, assisting with creating premium allocations and then creating invoices by property.
- Tracking client account balances and working with the accounting department to ensure prompt payment is executed.
- Create schedules of insurance and proposals.
- Administer quarterly reporting and invoicing of locations added or removed from the schedule of values.
- Maintain current schedule and policy records in SAGE (custom account management system).
- Generate and update schedules of insurance, create Auto ID Cards, Loss Run reports and similar documents as needed.
- Support administration of program adjustments including dividend and audit adjustments.
- Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
- Collaborative and works well in a team environment
- Strong communication and active listening skills
- Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns
- Self-starter and willing to take a lead role in improving or enhancing a product or service to benefit the client and team
- Problem-solving mentality and driven by an underlying curiosity to know more about people, things or issues.
- Able to deal effectively with pressure while continuing to deliver a high level of service
- Demonstrates the ability to overcome rejections and showcases strong conflict resolution skills
- Demonstrates the ability to manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks
- P&C Brokers License.
- 3+ Years of insurance brokerage or insurance carrier experience.
- Strong computer skills including MS office suite, Excel and PowerPoint.