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CCIG · 5 days ago

Associate Client Manager

Inverness Office, Englewood, CO, US

Full-time

Onsite

Entry Level

$21/hr - $34/hr

1+ years exp

CCIG is seeking an Associate Client Manager to support Advisors and Client Managers in the Personal Lines insurance servicing area. The role involves handling client requests, maintaining accurate records, and ensuring a high-quality client experience through effective communication and task management.

Health CareInsurance

Growth Opportunities

Responsibilities

Oversee the daily download and resolve download suspense items

Initiate and track policy changes from carriers; update client records in Epic and ensure timely follow up

Retrieve and organize documents from carrier website and attach to the appropriate client within Epic

Issue and distribute certificates of insurance and auto ID cards

Request MVRs, CLUE reports and loss history from vendor websites or insurance carriers

Prepare and validate renewal reviews for accuracy and completeness

Manage direct bill cancellation notices, confirm payment status, and escalate as needed

Maintain proactive communication with clients, teammates, and carrier partners

Serve as a primary contact for all routine client inquiries, policy updates, and claim support

Process incoming mail; resolve direct bill issues, including mortgagee updates

Assist in preparing proposals and program analyses

Prepare lost policy releases, obtain signatures from client, send to carrier, and follow up for cancellation endorsement

Distribute policies to clients as needed

Maintain accurate client data in Epic

Participate in ongoing training and stay informed of industry developments

Attend and participate in department meetings as well as other meetings as directed

Additional duties as assigned

Qualification

Client communicationData management softwareMicrosoft Office SuiteOrganizational skillsProactive attitudeProblem-solvingTime managementInterpersonal skillsPresentation skillsAttention to detail

Required

Proactive participation in continuing education classes

Strong written, presentation, interpersonal, organizational, time management, and oral communication skills

Strong sense of urgency, attention to detail and follow-thru, results-oriented nature, ability to multi-task, ability to work at a fast pace, and ability to prioritize frequently throughout the day

Proficient in the use of Microsoft Word, Excel, Outlook and PowerPoint

Ability to make decisions that are limited to a few options with minimal room for discretion

Ability to solve problems that are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options

Proficient in technology and the use of data management software, including ability to organize and sort through data presented in various forms

Accurate entry of data and supporting documentation into the software a must

Willingness to take on additional responsibility as the need arises

Preferred

1-2 years of industry experience in a similar position beneficial, but experience not required

Benefits

Total Compensation = Pay + Performance + Benefits

Company

CCIG

CCIG is based in Englewood, Colo., and employs a team of over 100 professionals delivering a wide range of business and personal insurance products and services.

Founded in 1985

Englewood, Colorado, USA

51-200 employees