Personal Lines Account Manager

Trailstone Insurance Group is seeking a Personal Lines Insurance Account Manager to join our thriving independent insurance agency in Littleton, CO. We are proud to be the only insurance agency in Colorado with a 5-star rating on over 2,000 Google reviews.

At Trailstone Insurance Group, our mission is to serve our clients with the heart of a teacher and provide the best insurance coverage at the best price. Our service team is second to none, and we are seeking an Account Manager who shares their drive and passion for insurance.

Job Description

The ideal candidate would have 2 years of Personal Lines Insurance experience in account management and customer service and be self-motivated, independent, and enjoy providing quality customer service. We will provide training and instruction.

Compensation is a base with incentives to maintain /grow books of business as well as the growth of the agency. Once you are confident and comfortable with our systems and process, you will be given the opportunity to take on more books of business & your compensation will grow accordingly.

Responsibilities

• Advise clients through email, phone and chat messaging as needed.
• Endorse policies for clients as needed.
• Build and maintain relationships with our existing client base.
• Prepare and discuss quotes for new and existing customers.
• Assist clients with their renewals.
• Document customer interactions in agency management software.

Requirements

• Property and casualty insurance license is required- with at least 2 years of insurance service or sales experience on the personal lines side.
• Working knowledge of computer software: Microsoft Office products, Dropbox, and Customer Management Software.
• Excellent communication skills - written, verbal, and listening.
• Willingness to learn and be coached.
• Able to work full time- typically 9-5 but there is some flexibility on schedule.
• 5 Days a week in office