Commercial Lines Account Manager

Location: Fort Collins, CO

Department: Commercial Lines

Type: Full Time

Min. Experience: Experienced

Position Summary: The Account Manager works in conjunction with Insurance and Risk Consultants and in obtaining, maintaining, and servicing assigned commercial lines accounts.  This position requires a highly organized individual, able to work independently with minimal supervision.  The Account Manager provides strong customer service to clients and builds professional relationships with clients and carrier representatives. The Account Manager must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.

Minimum Qualifications and Requirements:

  • Able to read and write in English
  • High School diploma or equivalent required.  College degree (or equivalent job experience) in insurance or related field preferred.
  • Must possess (or be able to obtain within 90 days of hire) a valid Colorado Property and Casualty License; insurance designations such as AINS, CIC, CPCU, ARM, or CRM strongly desired.
  • Minimum 5 years of experience in Commercial Insurance
  • Proficient computer skills including working knowledge of Microsoft Office products and Agency Management System software (AMS 360 or Work Smart).
  • Able to work independently with minimal supervision
  • Excellent written and verbal communication skills
  • Outstanding consulting, sales and negotiating skills
  • Strong customer service and team skills; must interact effectively with clients, co-workers and management
  • Strong attention to detail and solid organizational skills
  • Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
  • Proven ability to analyze and solve problems

Job Functions: 

  • Manage client relationships and provide exceptional customer service.  Customer service focus should be on understanding customer expectations and striving to exceed them.
  • During renewal process, analyze assigned accounts to place appropriate coverages and limits of insurance; this can be performed with or without consultant involvement.  Work closely with underwriters and wholesale brokers to secure program. Propose and bind coverage within stated procedural timeline and within agency binding authority.
  • Research and analyze market changes throughout the year and communicate these to clients, suggesting appropriate changes to policies as necessary.  Attend meetings and trainings offered by carrier partners to better understand market trends, appetites, and changes.
  • Review contractual language as requested by clients; suggest policy changes or updates as necessary.
  • Ensure premiums and commissions are billed in an accurate and timely manner, in accordance with department policy
  • Review and resolve audit disputes
  • Follow up on tasks daily, in accordance with department policy
  • Develop and maintain strong relationships with carrier partners and underwriters.
  • Maintain a current, active license at all times. Complete Continuing Education classes as required to maintain license, or as requested by Management.  Should hold or be working toward at least one of the following insurance designations:  CIC, CPCU, ARM, or CRM, as assigned by management.  (Account Managers with 25+ years commercial insurance experience are exempt from this requirement.)
  • Act as team lead to ensure service guidelines are met.
  • Other duties as assigned


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