Home Loan and Investment Co
Commercial Account Manager
Full Time • Grand Junction
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Build and maintain key client and carrier relationships, by phone, e-mail and in person.
2. Assist assigned clients and P&C staff with service questions related to administration, billing, claims issues and problem-solving, upon request.
3. Continually seek cross-sell opportunities and suggest new lines of coverage.
4. Work with Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client. Negotiate insurance premiums with carriers on basis of claims audit.
5. Attend and coordinate meeting with client and Account Executive to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
6. Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the Account Executive/Account Manager presents the options to the client.
7. Schedule and conduct associate meetings in coordination with Account Executive regarding the implementation process.
8. Conduct quarterly account management visits with assigned client to review renewal decisions. Formulate a plan with Account Executive to address any issues.
9. Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required.
10. Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
11. Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System. Also, understand how to use the system to acquire information to assist clients.
12. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
1. Build and maintain key client and carrier relationships, by phone, e-mail and in person.
2. Assist assigned clients and P&C staff with service questions related to administration, billing, claims issues and problem-solving, upon request.
3. Continually seek cross-sell opportunities and suggest new lines of coverage.
4. Work with Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client. Negotiate insurance premiums with carriers on basis of claims audit.
5. Attend and coordinate meeting with client and Account Executive to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
6. Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the Account Executive/Account Manager presents the options to the client.
7. Schedule and conduct associate meetings in coordination with Account Executive regarding the implementation process.
8. Conduct quarterly account management visits with assigned client to review renewal decisions. Formulate a plan with Account Executive to address any issues.
9. Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required.
10. Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
11. Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System. Also, understand how to use the system to acquire information to assist clients.
12. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Three years of experience gaining knowledge of Property and Casualty or equivalent experience
State-issued license
Good written and verbal communication skills
Good problem-solving skills
Good organizational skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
State-issued license
Good written and verbal communication skills
Good problem-solving skills
Good organizational skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)