Personal Lines Account Manager (Littleton)
Talently, Littleton, Colorado, United States, 80161
Job Title:
Personal Lines Account Manager Location:
On Site - Littleton, Colorado, United States Salary:
$50,000-$85,000 Skills:
Personal lines insurance, Account management, Customer service, HubSpot CRM, EZLynx
About the Insurance Company / The Opportunity: Our client, a dynamic organization in the insurance industry, seeks a talented Personal Lines Account Manager to deliver exceptional service in their Littleton, Colorado office. This role presents the opportunity to manage client accounts from inception to completion, providing comprehensive coverage reviews, policy changes, and facilitating strong client relationships. You will join a collaborative, high-performing team dedicated to delivering stability, growth, and fostering long-term partnerships within the insurance space.
Responsibilities: Manage all aspects of personal lines accounts, including new business, renewals, and endorsements. Review coverage options and perform regular policy changes to meet client needs. Provide proactive client communication and nurture relationships for continued satisfaction and retention. Identify cross-selling and account rounding opportunities to optimize coverage and increase portfolio value. Work collaboratively with team members to ensure seamless service and support. Utilize systems such as HubSpot CRM and EZLynx for account documentation and workflow management. Independently handle client inquiries and resolve service requests efficiently. Contribute to a positive office culture focused on performance and growth.
Must-Have Skills: Experience in personal lines insurance account management. Strong customer service skills and effective communication abilities. Excellent organizational skills and attention to detail. Ability to manage accounts independently, prioritizing tasks efficiently. Proficiency with CRM platforms, preferably HubSpot CRM.
Nice-to-Have Skills: Experience with EZLynx insurance management software. Familiarity with cross-selling strategies or account rounding processes. Background working in a collaborative, team-oriented office environment. Ability to adapt to new systems and complete training quickly. Previous experience in a growth-focused insurance agency.
Personal Lines Account Manager Location:
On Site - Littleton, Colorado, United States Salary:
$50,000-$85,000 Skills:
Personal lines insurance, Account management, Customer service, HubSpot CRM, EZLynx
About the Insurance Company / The Opportunity: Our client, a dynamic organization in the insurance industry, seeks a talented Personal Lines Account Manager to deliver exceptional service in their Littleton, Colorado office. This role presents the opportunity to manage client accounts from inception to completion, providing comprehensive coverage reviews, policy changes, and facilitating strong client relationships. You will join a collaborative, high-performing team dedicated to delivering stability, growth, and fostering long-term partnerships within the insurance space.
Responsibilities: Manage all aspects of personal lines accounts, including new business, renewals, and endorsements. Review coverage options and perform regular policy changes to meet client needs. Provide proactive client communication and nurture relationships for continued satisfaction and retention. Identify cross-selling and account rounding opportunities to optimize coverage and increase portfolio value. Work collaboratively with team members to ensure seamless service and support. Utilize systems such as HubSpot CRM and EZLynx for account documentation and workflow management. Independently handle client inquiries and resolve service requests efficiently. Contribute to a positive office culture focused on performance and growth.
Must-Have Skills: Experience in personal lines insurance account management. Strong customer service skills and effective communication abilities. Excellent organizational skills and attention to detail. Ability to manage accounts independently, prioritizing tasks efficiently. Proficiency with CRM platforms, preferably HubSpot CRM.
Nice-to-Have Skills: Experience with EZLynx insurance management software. Familiarity with cross-selling strategies or account rounding processes. Background working in a collaborative, team-oriented office environment. Ability to adapt to new systems and complete training quickly. Previous experience in a growth-focused insurance agency.