Insurance Account Manager

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Property and Casualty Account Manager Position Overview At The Insurance Agency (TIA), we believe that insurance shouldn’t be confusing, complicated, disorganized, or expensive. Nor should it be the customer’s responsibility to decipher fine print or manage their own portfolio. That’s why we’ve reimagined the insurance model entirely. With the TIA Guarantee, our clients receive expert advisory services, sound recommendations, and proactive portfolio management—designed to reduce risk, optimize coverage, and lower costs—all while ensuring a seamless, stress-free experience. To uphold this vision, we are seeking a proactive, intuitive, and highly skilled Property and Casualty Account Manager to join our dynamic sales and client service team. In this pivotal role, you will be entrusted with managing and strengthening relationships with assigned clients, ensuring exceptional service, long-term retention, and sustained partnership success. This position is ideal for someone who thrives in a fast-paced, relationship-driven environment and possesses a strong understanding of client portfolio management, policy administration, and customer engagement strategies. The Account Manager will be responsible for maintaining detailed client records across the agency, crafting portfolio documentation, and effectively managing policy communications to ensure that every client's diverse insurance needs are attended to exceptionally and proactively. Success in this role requires pristine verbal and written communication skills, advanced organizational abilities, and proficiency in various software systems. The ideal candidate will have a resilient and adaptable personality, a natural ability to move quickly, and an eagerness to learn. Additionally, they will provide vital support to the primary broker managing portfolio insurance customers, ensuring all operations align seamlessly with strategic business goals. The Ideal Candidate The ideal candidate will possess pristine verbal and written communication skills, advanced organizational abilities, and proficiency in various software systems. With a resilient and adaptable personality, a natural ability to move quickly, and an eagerness to learn, this individual will play a critical role in supporting the primary broker who manages portfolio insurance customers. Success in this role requires the ability to flexibly communicate with a variety of personality types and professional styles, ensuring all interactions are handled with tact, diplomacy, and professionalism. This position demands an individual with strong emotional intelligence, interpersonal agility, and a steadfast commitment to delivering high-level service while ensuring that all operations and strategic goals are met with precision and excellence. The ideal candidate will also excel at balancing the art of relationship-building with the technical intelligence required to navigate policy complexities. You will be expected to proactively resolve challenges, exceed expectations, and elevate the client experience through exceptional communication, strategic problem-solving, and psychological insight. The Insurance Agency is a growth organization and we are looking for growth minded individuals who are able and willing to drive growth in every aspect of our operation. Key Responsibilities Client Relationship Management Serve as the trusted advisor and primary point of contact for clients, addressing inquiries with clarity, professionalism, and a solutions-driven mindset. Build and maintain strong, lasting relationships to foster client loyalty and retention. Conduct regular check-ins to assess client satisfaction and proactively anticipate evolving insurance needs before they arise. Utilize emotional intelligence and active listening to resolve concerns with empathy and strategic insight. Policy & Portfolio Management (TIA Guarantee in Action) Oversee seamless client onboarding, ensuring all documentation and accounts are accurately set up. Manage policy renewals, updates, and modifications, ensuring clients maintain uninterrupted coverage tailored to their needs. Provide comprehensive portfolio management, streamlining and organizing policies to eliminate confusion and optimize protection. Communicate policy changes and requirements clearly, ensuring clients never have to decipher fine print or worry about gaps in coverage. Sales & Growth Strategy Leverage psychological insight and strategic questioning to identify opportunities for cross-selling and upselling. Present tailored insurance solutions that align with clients' current and future needs, driving both value and peace of mind. Support new business development by ensuring a smooth transition from sales to account management, proactively resolving any hurdles. Data & Process Management Maintain accurate, up-to-date client records in the CRM system, ensuring seamless communication and workflow efficiency. Track and report on policy renewals, claims, and service requests, using trend analysis to predict future needs and optimize service delivery. Utilize data-driven insights to streamline processes, ensuring that client interactions remain efficient and effective. Financial & Operational Responsibilities Manage portfolio customers/financial spreadsheets in Excel, including data tracking and reporting. Financial auditing, and account reconciliation to support agency operations. Collaborate with primary agent and carrier teams, ensuring compliance. Leverage advanced operational skills to optimize efficiency, reduce costs, and enhance service delivery. Collaboration & Client Advocacy Work closely with underwriters, claims adjusters, and the sales team to exceed client expectations. Act as a liaison between clients and insurance carriers, facilitating clear, effective communication and swift issue resolution. Proactively identify process improvements that enhance efficiency and elevate the client experience. Regulatory Compliance & Ethical Standards Ensure full compliance with local, state, and federal insurance regulations in all client interactions and policy transactions. Uphold the highest standards of confidentiality and data protection, ensuring client trust and security. Required Qualifications College Degree in business, finance, insurance, or a related field. 5+ years of experience as an Executive Account Manager with a proven operational track record. Experience in the insurance sector, including account management, policy administration, and client services. Proficiency in Google Workspace and Microsoft Office Suite, with expertise in Excel for financial spreadsheet management, auditing, and data tracking. Familiarity with CRM platforms, accounting software, payroll processing, and other business operations tools. Demonstrated ability to quickly learn new software and processes, with a proactive approach to requesting additional training when needed. Exceptional organizational skills, with the ability to manage multiple responsibilities while maintaining attention to detail. Interpersonal agility and emotional intelligence, ensuring the ability to navigate different personalities and professional styles with tact and diplomacy. Strong financial acumen, with experience in business operations, financial management, and portfolio administration. Ability to move quickly, adapt seamlessly, and maintain a resilient, solutions-driven mindset in a fast-paced, evolving environment. Why Join Us? At The Insurance Agency, we are redefining what it means to be a trusted insurance partner. With the TIA Guarantee, we take the burden off the client—offering expert guidance, proactive risk management, and cost-effective solutions—all while ensuring policies are organized, optimized, and stress-free. As an Account Manager, you will play a vital role in delivering this vision, ensuring that every client receives the highest level of service and support. If you are a relationship-driven professional with a passion for helping others, a talent for strategic problem-solving, and a commitment to excellence, we encourage you to apply and become part of our innovative, client-first team. Job Type: Permanent Pay: $50,000.00 - $60,000.00 per year Benefits: Health insurance Paid time off Supplemental Pay: Bonus opportunities License/Certification: Property & Casualty License (Preferred) Ability to Commute: Centennial, CO 80122 (Required) Ability to Relocate: Centennial, CO 80122: Relocate before starting work (Required) Work Location: In person

Keyword: Customer Support

Price: $24.0

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