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Account Manager - Personal Lines

Job in Fort Collins, Larimer County, Colorado, 80523, USA
Listing for: Adams Bank & Trust
Full Time position
Listed on 2026-01-25
Job specializations:
  • Insurance
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 18 - 27.5 USD Hourly USD 18.00 27.50 HOUR
Job Description & How to Apply Below

4 months ago Be among the first 25 applicants

We're looking for a qualified, detail-oriented, driven account manager to join our Adams Insurance Advisors team.

Highly skilled in customer service, both in person and over the telephone, is necessary for success in this position. Additionally, the ability to work closely with a team as well as independently is a must.

Job Description

The Account Manager at Adams Insurance Advisors is responsible for directing and coordinating activities of the production staff of the insurance agency.

Responsibilities
  • Oversee the production staff of the agency in goal setting and sales training.
  • Actively partner, network, and plan for new producers, clients, and business opportunities.
  • Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
  • Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in formal and informal meetings as needed.
  • Interface with representatives of insurance companies and underwriters to know market availability.
  • Coordinate marketing efforts with the Marketing Coordinator.
  • Quote premiums on potential new policies when necessary.
Qualifications
  • Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
  • Possess a valid driver's license and a reliable source of transportation.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing clients.
  • Ability to solve practical problems and deal with a variety of concrete variables where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with the ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and possess technology and computer proficiency, including agency management systems.

Salary: $18.00 - $27.50 per hour

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Sales and Business Development
Industries
  • Banking

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