Account Manager

Job Title: Licensed Property & Casualty Account Manager

Job Summary: We are seeking a motivated and customer focused Licensed Insurance Agent to join our growing team. In this role, you will help clients protect what matters most by offering tailored insurance solutions including auto, home, life, health, and/or commercial coverage. You will build long-term relationships with clients and educate them on policy options that best suit their individual needs.

Overview

• Develop and maintain a strong understanding of insurance products and services
• Primary focus on customer service and retention for a block of customers, with an expectation to also grow the book of business through cross-sales.
• Assess client needs and recommend appropriate insurance coverage
• Generate new business through networking, referrals, and marketing campaigns
• Provide exceptional customer service to existing policyholders
• Process applications, handle policy changes, and assist with claims
• Stay current on industry regulations and licensing requirements
• Meet or exceed sales goals and performance metrics
• Maintain accurate and organized records in CRM or agency management systems

Selling Points: 

• Competitive base salary with performance bonuses
• Supportive team environment and career growth opportunities
• Family oriented company - great values

Requirements:

• Active insurance license in Colorado (Property & Casualty)
• Minimum of 2 years experience within insurance space
• Proven sales or customer service experience (insurance experience)
• Strong communication, interpersonal, and problem-solving skills
• Ability to explain complex insurance concepts in clear, relatable terms
• Self-motivated with the ability to work independently and as part of a team
• Proficiency in Microsoft Office and/or insurance software systems

Growth and Compensation: The Licensed CSR/Account Manager role offers significant growth opportunities, including transitions to branch manager or producer positions within the company.

Salary: Base salary range of $50,000 - $65,000 + bonus structure.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO), and the California Fair Chance Act (CFCA).

This position is subject to a background check based on its job duties, which may include patient care, working with vulnerable populations, access to financial and confidential information, driving, working with heavy machinery, or working in a warehouse or laboratory environment. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.

Paid Sick Leave (Medix provides paid sick leave according to state and local sick leave ordinances). Health Benefits / Dental / Vision (Medix offers 6 different health plans: 3 Major Medical Plans, 2 Fixed Indemnity Plans (Standard and Preferred), and 1 Minimum Essential Coverage (MEC) Plan. Eligibility for health benefits is based on verifying that an average of 30 hours per week during the first 4 weeks of the work assignment has been met. If you meet eligibility requirements and take action to enroll, you will be covered no earlier than 60 days into your assignment, depending on plan selection(s)). 401k (Eligible on the first 401k open enrollment date following 6 consecutive months on assignment. 401k Open Enrollment dates are 1/1, 4/1, 7/1, and 10/1). Short Term Disability Insurance. Term Life Insurance Plan.