Trailstone Insurance Group · 1 week ago
Personal Lines Insurance Account Manager
Littleton, CO
Full-time
Onsite
Entry Level
$55K/yr - $65K/yr
1+ years expTrailstone Insurance Group is on a worthwhile venture, creating new pathways to meaningful purpose. They are seeking a Personal Lines Account Manager to serve and grow the book of clients by providing extraordinary service, educating customers, and identifying revenue growth opportunities.
Auto InsuranceCommercial InsuranceHealth InsuranceLife InsuranceProperty Insurance
Hiring Manager
Cynthia LeGolvan
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- with at least 1 years 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
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