Personal Lines Insurance Account Manager

Grow Your Insurance Career with PFS Insurance Group! PFS Insurance Group is seeking a motivated, licensed insurance professional who is passionate about helping clients and looking to build a long-term career in the insurance industry.

This is more than a customer service position, we’re looking for someone who wants to become a trusted insurance advisor, build lasting client relationships, and continue growing professionally. If you’re already licensed and are looking for an agency that values your experience while providing opportunities for advancement, we’d love to hear from you.

The Account Manager independently manages client accounts, serves as the primary client contact, and provides strategic insurance guidance while overseeing the full servicing lifecycle. This position is in office, Monday - Friday, 8am-5pm. A Colorado P&C License is required. Hourly compensation: $29.81-$36.06.

RESPONSIBILITIES AND DUTIES:

• Assists with servicing customer account including phone calls and walk in customers.
• Completes insurance proposals and quotes for agents and producers.
• Issues binders, endorsements, cancellations/reinstatement notices, etc.
• Prepares and distributes certificates of insurance.
• Maintain accounts on agency management system.
• Processes insurance claims and loss notices.
• Assistant with renewals.
• Regular and reliable attendance.
• Assists with other job-related duties as assigned by manager. 
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. 
• Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. 

KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of insurance products and services.
• Knowledge of Microsoft Word, Excel, PowerPoint, Outlook and Agency Software.
• Ability to communicate with customers and co-workers in a courteous and professional manner.
• Ability to multi-task, and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.
• Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
• Ability to cross-sell insurance products.

EDUCATION AND EXPERIENCE:

• High School diploma or equivalent.
• Proper insurance licenses.

BENEFITS: 

• Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.

https://pinnbank.pinpointhq.com/postings/5be13fa8-59ce-487b-b3b3-c2514f83d881