Small Business Account Manager

Moody Insurance Agency IncDenver, CO
$75,000 - $90,000Onsite

About The Position

Moody Insurance Agency, Inc. is seeking a Small Business Account Manager to provide outstanding customer service and support to small business accounts. The ideal candidate will build strong relationships with customer and carrier partners and is accustomed to managing the renewal and new business marketing process for assigned accounts. This role involves managing and overseeing the renewal process, assisting with new business, and providing excellent service and support to assigned accounts. The position requires strong attention to detail and analytical capabilities to ensure accurate analysis, compilation, and submission of information to carriers, aligned with the customer’s business needs. The role demands a high degree of organization and service capabilities, with a motivation to build and retain an expanding book of business.

Requirements

  • Minimum of 5 years Commercial Lines insurance experience to include managing and retaining $3M or more in premium volume.
  • Must possess a valid Colorado Property and Casualty License.
  • Proficient computer skills including working knowledge of Microsoft Office products and Agency Management System software (AMS360 or similar).
  • Strong consulting, customer service and relationship building skills with internal and external customers.
  • Solid organizational and detailed skills with the ability to manage multiple priorities within strict time constraints.

Nice To Haves

  • Experience in small business account management is highly preferred.

Responsibilities

  • Build strong relationships with customer and carrier partners.
  • Manage and oversee the renewal process.
  • Assist with new business.
  • Provide outstanding service and support to assigned accounts.
  • Analyze, compile, and submit information to carriers aligned with the customer’s business.
  • Build and retain an expanding book of business.

Benefits

  • medical
  • dental
  • vision
  • HSA Banking
  • Flexible Spending/Dependent Care Accounts
  • 401(k)
  • Disability and Group Life/AD&D
  • paid time off
  • Colorado Paid Family & Medical Leave
  • pet insurance
  • other supplemental benefit offerings
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