Account Executive - Personal Lines - Northern Colorado
About The Position
We are seeking an experienced Account Executive to join our Personal Lines team. In this role, you will partner with Risk Advisors and Practice Leaders to deliver exceptional service, oversee onboarding, support new business and renewals, and manage a profitable book of business. This position requires an Active Colorado Property and Casualty Multiple Lines license and the ability to work independently with confidence and professionalism. You will collaborate with internal teams and carrier partners, participate in client meetings, and help strengthen long term client relationships. This role is ideal for someone who brings strong communication skills, sound judgment, and experience managing complex personal lines accounts.
Requirements
- Minimum of 5 years’ experience in an independent insurance agency or comparable risk management role.
- Active Colorado Property & Casualty (Multiple Lines) license required.
- CIC or equivalent designation required; willingness to pursue additional designations (CPCU, CRM, ARM, AAI, etc.).
- Requires current Colorado driver’s license and acceptable MVR.
- Builds strong, professional relationships with high-net-worth clients to support retention and long-term account success.
- Understands personal lines coverage and carrier options to guide clients, design programs, and support new and renewal business.
- Manages multiple accounts, deadlines, and tasks with accuracy while ensuring consistent and reliable delivery of service.
Nice To Haves
- College degree preferred but not required.
Responsibilities
- Client & Account Management: Oversee a portfolio of assigned accounts by ensuring profitability, retention, and growth while leading program design, conducting client and prospect meetings, performing annual reviews, and supporting Risk Advisors through comprehensive risk assessment and ongoing client service.
- New Business & Marketing: Drive new business growth by identifying opportunities, managing new and renewal marketing workflows, analyzing client data, preparing and presenting proposals, and issuing binding instructions to carriers.
- Carrier & Market Relations: Strengthen carrier partnerships by selecting appropriate markets, negotiating program structure and pricing, maintaining productive relationships with underwriters, and staying current on carrier offerings, products, services, and relevant legislation.
- Operational & Financial Responsibilities: Manage premium collections and receivables, utilize agency management systems effectively, and communicate operational or potential E&O concerns to management.
- Leadership & Collaboration: Contribute to a collaborative and growth-focused team environment by mentoring colleagues, participating in departmental training, suggesting process improvements, and supporting agency goals through effective placement and retention of business with key carrier partners
Benefits
- Growth Opportunities: Access to professional development and certifications
- Supportive Culture: Be part of a team that values collaboration, integrity, and continuous learning.
- Flexible Work Options: Upon completion of training enjoy a customizable schedule that can include up to two days remote, alternating 5-day & 4.5-day work weeks, and flexibility in start and end times.
- Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more.
- Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off.
- Full-time employees are also eligible to participate in our 401k plan, which includes both safe harbor and discretionary matching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
