Commercial Insurance Account Manager - Real Estate

Commercial Insurance Account Managers provide high-quality service to our Clients (who are large, complex accounts in real estate & development industries) and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned. Location: Primarily in-office at the Greenwood Village, CO office. Candidates can work from home up to five days every month, with the entire month of August being flexible.

Responsibilities

Provide high-quality service to clients (large, complex accounts in real estate & development industries) and Account Executives; Support Senior Executives in administration of policies, coordination of billing/payment, and processing applications; Manage the activity for assigned accounts; Manage the schedule of values for each assigned Client; Create schedules of insurance and proposals; Administer quarterly reporting and invoicing of locations added or removed from the schedule of values; Endorsement processing; Invoicing; Track client account balances and work with the accounting department to ensure prompt payment; Set up new and renewal policies; Maintain current schedule and policy records in SAGE, the custom broking system; Manage day to day account transactions including additions and deletions of vehicles, acquisitions; Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents; Support administration of program adjustments including dividend and audit adjustments; Contact clients and underwriters to obtain information for policy changes, renewals and endorsements

Requirements

Current commercial insurance industry experience; Licensed in P&C; Strongly preferred: at least 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts; Strong sense of urgency and thoroughness; Team player who is eager to learn and grow and collaborates well with others; Minimum 2 years of insurance brokerage or insurance carrier experience; Strong computer skills including MS Office suite, Excel and PowerPoint; Detail oriented; Excellent organization and time management skills; P&C Brokers License required

Nice to have

Real estate experience; College degree in Insurance or related field

Benefits

Generous Paid Time Off; Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days; Paid parental leave; Pregnancy disability and bonding leave; Organ donor/bone marrow donor leave; Employee referral bonus of $1,500 per hired referral; Employee recognition programs and awards; Employee Resource Groups (Women's Coalition, EPIC Veterans Group); Mentorship Program; Tuition Reimbursement Program; Leadership Development; Pet Insurance; Identity Theft & Fraud Protection Coverage; Legal Planning; Family Planning; Menopause & Midlife Support; 401(k) matching; Medical, dental and vision insurance; Wellness & employee assistance programs; Eligible for bonuses