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.
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 2 years 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 the office
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- commercial insurance: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
Ability to Commute:
- Littleton, CO 80125 (Required)
Work Location: In person
