Acrisure is the fastest growing insurance brokerage firm in the U.S. with over 300 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.
We are currently looking to add our team with an exciting opportunity as a Commercial Lines Account Manager at Taggart Insurance, an Acrisure Agency Partner. This position will be responsible for providing customer service on a book of business in a manner that provides for retention, growth, and profitability.
Essential Duties and Responsibilities:
Take full accountability for the assigned book of business with assistance and support from Processing team
Exercise judgment and discretion in important matters related to the proper coverage for the client
Proactive management of renewal process
Coordinate with Producer and client to obtain information and market account to various carriers as needed
Prepare proposals and account summaries as needed for the Producer
Identify opportunities to write new business
Meet with clients, in the Taggart office or client location, as needed
Receive and responds to all calls, faxes, emails and mail in a timely manner
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
High School Diploma or the recognized equivalent, required
Active Colorado P&C insurance license, required
Knowledgeable in Commercial Lines P&C
Minimum of 3 years of Commercial Lines Insurance experience, required
EPIC or similar agency management software experience, preferred
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges.
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full time work week is based on 37.5 hours per week.
Telecommute available. Taggart understands work/life balance and that's why we offer a work week that includes both office and telecommuting capabilities.
Work is done in a temperature-controlled, non-smoking office.
Work stations are cubicles with moderately high sides.
The noise level in the work environment is usually moderate.
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.