Commercial Insurance Assistant Account Manager/CSR jobs in United States
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Conexus Insurance Partners · 3 weeks ago

Commercial Insurance Assistant Account Manager/CSR

Conexus Insurance Partners is a 55+ year-old business focused on maximizing client protection through comprehensive insurance solutions. The Commercial Lines Assistant Account Manager/CSR will support insurance agents with new and renewal submissions for clients’ insurance policies while providing outstanding service and building relationships with clients.

Financial ServicesInsuranceLife InsuranceProperty Insurance
Hiring Manager
Alyssa Tonsager
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Responsibilities

Support insurance agents with new and renewal submissions for clients’ insurance policies
Prepare and plan for policies that are coming up for renewal
Manage applications, change requests, endorsements, payment processing, claims intake
Provide outstanding service and build relationships with clients to assist them with their insurance needs
Follow the agency process for managing all activity in our Agency Management System (Applied Epic)

Qualification

Applied EpicColorado PropertyCasualty licenseInsurance experienceMicrosoft Office SuiteBilingual in SpanishAttention to detailCommunication skillsOrganizational skillsTeam collaborationPositive attitude

Required

Fast learner with acute attention to detail
Excellent written and oral communication skills
Strong computer software skills (Applied Epic & Microsoft Office Suite)
Strong organizational skills and ability to multi-task
Anticipates well and effectively manages time
Familiarity with paperless office concept
A positive and professional attitude
Collaborates with others in teams. Promotes cooperation and shared successes throughout the company
Shares ideas for improvement
Clear and accurate communicator with verbal and written communication
Exhibits a professional demeanor and style
Displays an eagerness to learn and grow professionally
High School Diploma/GED (required)
Colorado Property and Casualty insurance license (required)
Minimum 3-5+ years insurance experience

Preferred

Experience with Applied Epic and Indio a plus
Bilingual in Spanish a plus

Benefits

Insurance : Conexus offers medical, dental, vision, STD, and LTD after a waiting period. The company contributes 100% towards the employee’s monthly premium (employee only, base plan) for the aforementioned insurance programs.
401(k ): Conexus currently offers a 401(k) plan in which you are eligible to participate after one year of service.
Paid Time Off : Each employee begins with 15 days per calendar year (the year begins on the date of employee’s date of hire) which will be accrued on a semi-monthly basis. Eligible PTO days granted increase over the course of the employee’s years of service.
Paid Company Holidays : Our agency observes and is closed on most federal holidays. Each employee is also allotted one Floating Holiday per year.
Year-End & Quarterly Bonus : Contingent upon role and agency and employee performance after one year of employment.
Continuing Education & Insurance Designations: We encourage all employees to pursue continuing insurance education and designations through paid time off for classes and by offering an education portal and fee reimbursement.
Paid Quarterly Volunteer Days : We are committed to our community and offer volunteer opportunities with selected nonprofits four times a year.
Personal Paid Volunteer Time: Conexus encourages employees to become involved in their communities, lending their voluntary support to programs that positively impact the quality of life within these communities. Employees may take up to 16 hours of paid time off each calendar year to participate in their chosen volunteer program.

Company

Conexus Insurance Partners

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✨Conexus has been named a 2025 Denver’s Best Places to Work!✨ According to the Denver Business Journal, this recognition celebrates the companies in the Denver metro providing a top-tier workplace for their employees.

Funding

Current Stage
Early Stage

Leadership Team

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Aaron Hoffman, CIC
Insurance Advisor-Managing Partner
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Alex Pedersen
Managing Partner
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Company data provided by crunchbase