Commercial Insurance Account Manager​/CSR

Commercial Insurance Account Manager/CSR

The Commercial Lines Account Manager/CSR will be responsible for working with producers and clients on new and renewal commercial insurance policies. An excellent phone presence and willingness to work as part of a team are critical to the position. After an initial training period in our Westminster, Colorado office, we offer a hybrid remote work model.

Salary Range: $60,000-$75,000

Primary Duties:

• Support insurance agents with new and renewal submissions for clients’ insurance policies
• Prepare and plan for policies that are coming up for renewal
• Manage applications, change requests, endorsements, payment processing, claims intake
• Provide outstanding service and build relationships with clients to assist them with their insurance needs
• Follow the agency process for managing all activity in our Agency Management System (Applied Epic)

Additional skills, qualifications, education and/or experience required for success at our agency:

• Fast learner with acute attention to detail
• Excellent written and oral communication skills
• Strong computer software skills (Applied Epic & Microsoft Office Suite)
• Strong organizational skills and ability to multi-task
• Anticipates well and effectively manages time
• Familiarity with paperless office concept
• A positive and professional attitude
• Collaborates with others in teams. Promotes cooperation and shared successes throughout the company
• Shares ideas for improvement
• Clear and accurate communicator with verbal and written communication
• Exhibits a professional demeanor and style
• Displays an eagerness to learn and grow professionally
• High School Diploma/GED (required)
• Colorado Property and Casualty insurance license (required)
• Minimum 3-5+ years insurance experience
• Experience with Applied Epic and Indy a plus
• Bilingual in Spanish a plus

Please note, background checks are conducted on all new hires to include education and licenses, as well as criminal, financial and work history.

Competitive compensation and benefits:

• Insurance
  :
  Conexus offers medical, dental, vision, STD, and LTD after a waiting period. The company contributes 100% towards the employee’s monthly premium (employee only, base plan) for the aforementioned insurance programs.
• 401(k):
  Conexus currently offers a 401(k) plan in which you are eligible to participate after one year of service.
• Paid Time Off
  :
  Each employee begins with 15 days per calendar year (the year begins on the date of employee’s date of hire) which will be accrued on a semi-monthly basis. Eligible PTO days granted increase over the course of the employee’s years of service.
• Paid Company Holidays
  :
  Our agency observes and is closed on most federal holidays. Each employee is also allotted one Floating Holiday per year.
• Year-End & Quarterly Bonus
  :
  Contingent upon role and agency and employee performance after one year of employment.
• Continuing Education & Insurance Designations
  :
  We encourage all employees to pursue continuing insurance education and designations through paid time off for classes and by offering an education portal and fee reimbursement.
• Paid Quarterly Volunteer Days
  :
  We are committed to our community and offer volunteer opportunities with selected nonprofits four times a year.
• Personal Paid Volunteer Time
  :
  Conexus encourages employees to become involved in their communities, lending their voluntary support to programs that positively impact the quality of life within these communities. Employees may take up to 16 hours of paid time off each calendar year to participate in their chosen volunteer program.

About Us

Conexus Insurance Partners is a 55+ year-old business, firmly rooted in community, whose focus is maximizing client protection through comprehensive insurance solutions, consultative education, ongoing partnership, and process simplification. People first is our passion and leading priority. With this perspective, we are dedicated to caring for and protecting our employees, families, community and clients through ongoing partnership, education, service, and care.

We all work together towards 1 year, 3 year and 10-year goals.

We believe in a high level of excellence, from our industry knowledge to our…