Government Banking Relationship Manager responsibility includes driving new client acquisition and providing customer service. This role requires building relationships and delivering financial products to government clients.
About the role
- Small Business Account Manager servicing commercial lines insurance clients in Colorado. Responsible for managing accounts and collaborating with a supportive team.
Responsibilities
- Maintain a book of commercial accounts
- Coordinate the processing of all commercial lines new and renewal business
- Work with producers to maintain synergy with corporate goals and client needs
- Prepare quotations and new client proposals
- Complete new business applications and upload using appropriate automation system
- Review new policies for accuracy
- Process endorsements and renewals through communication with clients and companies
- Pursue professional studies and maintain familiarity with industry trends
- Maintain account files in accordance with established procedures
- Establish and maintain good working relationships with company representatives and clients
Requirements
- Current Property/Casualty Insurance License
- 4-7 years of brokerage experience
- High school diploma required, though college degree preferred
- Understand and analyze insurance coverages, forms, and policies
- Above average math skills
- Strong written, oral, and phone communication skills
- Organize, set, and maintain priorities
- Basic knowledge/experience with an agency management system
- Strong working knowledge of Microsoft Office
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies
- Work/life balance
- Opportunities for growth
Job title
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Experience level
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Degree requirement
Location requirements
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