Trailstone Insurance Group · 2 weeks ago
Personal Lines Insurance Account Manager
Littleton, CO
Full-time
Onsite
Entry Level
$55K/yr - $65K/yr
1+ years expTrailstone Insurance Group is committed to creating new pathways to meaningful purpose through innovation and integrity. They are seeking a Personal Lines Insurance Account Manager to provide extraordinary service, educate customers, and identify growth opportunities within their book of clients.
Auto InsuranceCommercial InsuranceHealth InsuranceLife InsuranceProperty Insurance
Responsibilities
Advise clients through email and phone as needed
Endorse policies for clients as needed
Build and maintain relationships with our existing client base
Prepare and discuss quotes for existing customers
Assist clients with their renewals
Document customer interactions in agency management software
Qualification
Required
Property and casualty insurance license is required
At least 1 year of insurance service or sales experience on the personal lines side
Working knowledge of computer software: Microsoft Office products, Dropbox, and Customer Management Software
Excellent communication skills - written, verbal, and listening
Willingness to learn and be coached
Able to work full time - typically 9-5, there is some flexibility on schedule
5 days a week in office
Ability to commute to Littleton, CO 80120
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Trailstone Insurance Group
Trailstone Insurance is an insurance agency that provides property, vehicle, business, and life insurance services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Rodgers
President/ Founder Trailstone Insurance Group- Dave Ramsey Endorsed Ins. Provider
Company data provided by crunchbase