Commercial Lines Insurance Account Manager (In-Office)
Job Location:
Littleton, CO, 80125, US
Job Category:
Customer Service
Job Type:
Full-Time
Job Description
About Us:
At Trailstone Insurance, we are on a meaningful mission, charting new paths to purpose through innovation, integrity, and the heart of a teacher. We blend technology with human connection to make a real difference in our clients lives. Our culture fosters collaboration, continuous improvement, and professional growth. If you're passionate about service and purpose-driven work, you'll thrive here.
Overview:
As a Commercial Lines Account Manager, youll manage a book of commercial insurance clients, ensuring their needs are met with excellence and foresight. Youll build relationships, advise clients on coverages, uncover growth opportunities, and deliver a service experience that earns referrals. Youll also support your peers across the agency, because we win as a team.
Salary: $55,000.00 - $65,000.00 per year
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Retirement Plan
Responsibilities
- Client Relationship & Retention
- Maintain a high-level retention rate through proactive outreach, personalized service, and renewal reviews.
- Help clients understand claims, audits, endorsements, and coverage gaps.
- Handle inbound service needs: billing, certificates, audits, endorsements, and claims support.
- Offer cross-selling opportunities (e.g., umbrella, cyber, EPLI) and encourage bundling with personal insurance.
- Begin renewal processes at least 90 days prior to expiration.
- Maintain accuracy in the agency management system.
- Follow agency processes for remarketing, quoting, and documentation.
- Support other account managers when needed, we have each others backs.
- Embrace feedback and bring a positive mindset to the team.
Requirements
- Licensed insurance professional with at least 1 year of Commercial Lines or equivalent experience.
- Solid grasp of Microsoft Office, Dropbox, and CRM systems.
- Excellent written and verbal communication skills.
- High level of organization, follow-through, and problem-solving.
- Passion for efficiency, service excellence, and continuous learning.
- Positive, team-first attitude, we believe in outlasting the suck of change.
- Able to work full time- typically 9-5, there is some flexibility on schedule.
- 5 days a week in office
About Trailstone Insurance Group
Trailstone Insurance Group is a Dave Ramsey Endorsed Local Provider (ELP) and one of the fastest-growing independent insurance agencies in the country. We specialize in home, auto, and commercial insurance, serving clients across Colorado, Arizona, Idaho, Washington, Oregon, Utah, and Kansas.
Headquartered in Littleton, Colorado, we believe in the power of in-person collaboration and operate with a fully in-office team. Our commitment to excellence and rapid growth creates exciting opportunities for insurance professionals looking to advance their careers in a dynamic, supportive environment.