Licensed Insurance Account Manager

Job Description

Job Description

Mountain High Insurance is looking for a dedicated and positive Licensed Insurance Account Manager to join our thriving team in Parker, Colorado. As an integral part of our customer service department, you will engage directly with our valued clients to provide excellent service and ensure their insurance needs are met with precision and care. Working on-site, you will be in our office environment that thrives on collaboration and professional growth.

Your main role will involve managing a portfolio of existing clients, understanding their specific requirements, and tailoring insurance solutions to fit their needs. You will use your expertise to guide clients through policy options, renewals, and claims processes, ensuring satisfaction and retention. At Mountain High Insurance, we pride ourselves on a customer-first approach, and we are excited to find someone who shares our commitment to service excellence. Join us in a role where your contributions are recognized and your career aspirations supported!

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Mon-Fri Schedule

Hands on Training

Evenings Off

Career Growth Opportunities

Vision Insurance

Responsibilities

Client Engagement : Build and maintain strong, trusting relationships with clients, acting as their primary contact for any insurance-related queries.

Account Management : Manage insurance accounts efficiently, ensuring that clients' coverage needs are met and policies are updated as necessary.

Policy Customization : Assess client needs and tailor insurance packages to provide optimal coverage while reflecting their personal or business requirements.

Problem Solving : Address client issues promptly and effectively, ensuring a positive resolution and maintaining client satisfaction.

Record Maintenance : Keep comprehensive records of client interactions, policy changes, and claims to ensure accurate and accessible information.

Requirements

Licensing : Active Colorado Property & Casualty License is required.

Experience : Minimum of 2 years' experience in an insurance or customer service role.

Communication Skills : Excellent verbal and written communication abilities, with a friendly and professional demeanor.

Customer-Oriented : Demonstrated ability to consistently meet and exceed client expectations.

Problem-Solving : Strong analytical skills and the ability to address and resolve customer inquiries effectively.

Team Player : Ability to work collaboratively within a team to support and achieve collective goals.

Technical Skills : Proficiency in using insurance management software and customer relationship management tools.