Brightway Insurance · 1 month ago
Licensed Insurance Account Manager
Fort Collins, CO
Full-time
Onsite
Entry Level
$50K/yr - $65K/yr
1+ years expBrightway Insurance, The Doebbeling Agency is an insurance brokerage based in Fort Collins, CO, offering personal lines, commercial lines, and life insurance. They are seeking a Licensed Insurance Account Manager to conduct client consultations, provide customer service, and achieve sales targets while building strong relationships with clients.
Insurance
Responsibilities
Conduct thorough consultations with clients to understand their insurance needs and provide personalized recommendations
Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring overall satisfaction
Achieve and exceed sales targets by proactively working our existing leads while leveraging existing relationships
Stay up to date on the latest insurance products, industry trends, and regulatory changes to effectively communicate value propositions to clients
Cultivate strong, long-lasting relationships with clients, earning their trust and confidence as their go-to insurance advisor
Ensure accurate and timely documentation of client interactions, policy details, and other relevant information
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
Create tailored risk management strategies directly with clients that align with their risk profiles
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Qualification
Required
Must currently hold a valid Colorado Property and Casualty Insurance license
Must have 1+ years of property and casualty Insurance experience
High school diploma
Must be 18 years of age
Ability to use Microsoft Office
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
Benefits
Paid training
Ongoing support
Company
Brightway Insurance
Brightway Insurance has re-invented the way people shop for insurance.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-12-17Acquired
Leadership Team
Nick Clements
Chief Executive Officer
Shane Blazek
Chief Technology Officer
Recent News
Seattle TechFlash
2025-09-12
Seattle TechFlash
2025-09-01
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