Personal Lines Account Manager

Inszone Insurance Services•Colorado Springs, CO
•$20 - $32•Onsite

About The Position

Inszone Insurance Services is seeking a Personal Lines Account Manager to support the sale of and provide service for personal insurance customers. The role handles policy changes, updates, and value-added services, manages a diverse book of house accounts, and supports designated sales staff. This is a full-time, in-office position requiring insurance licensing and experience. Inszone Insurance Services is an independent insurance agency with more than 100 offices throughout the United States. The company provides customized insurance products for businesses and individuals and has direct appointments with major insurance markets. It describes its culture as professional, collaborative, supportive, and focused on teamwork, career development, and advancement.

Requirements

  • Insurance licensing is required.
  • Experience is required.
  • Carrier knowledge is required.
  • Ability to handle renewals and re-shop policies as needed.
  • Ability to handle endorsements with carriers and review them for accuracy.
  • Ability to work on Risk Control recommendations.
  • Ability to work on Notices of Cancellation and seek reinstatement.

Responsibilities

  • Answer clients’ questions regarding payments and notices.
  • Process endorsements for clients.
  • Manage a diverse book of house accounts.
  • Cross-sell additional lines of business to existing customers once licensed.
  • Support designated sales staff.
  • Follow up on tasks and see them through to completion.
  • Appropriately document contact opportunities.
  • Act professionally in all cases, using a sales and service mindset.
  • Handle renewals and re-shop policies as needed.
  • Handle endorsements with carriers and review them for accuracy.
  • Work on Risk Control recommendations.
  • Address Notices of Cancellation and seek reinstatement.
  • Perform other duties as needed.

Benefits

  • Group health, dental, vision, and life insurance for employees and dependents; the company currently contributes 100% toward base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
  • Health Savings Account.
  • Short-term and long-term disability options.
  • Paid time off.
  • Accrued paid sick days.
  • Time off to devote to a favorite charity.
  • Paid holidays, including the day after Thanksgiving.
  • 401(k) retirement program with company contribution matching.
  • Access to an Employee Assistance Program.
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