Insurance Client Administrator/Manager

About Phillip Gira Insurance Agency

Are you a licensed insurance professional looking for an environment that balances professional excellence with a true quality of life? At Phillip Gira Insurance Agency, we want your work to complement your life and your life to enhance your work.

As a small boutique agency, we specialize in building meaningful client relationships and focus on quality over quantity in our growth. We proudly represent the market's top commercial and personal line carriers (including Travelers, Hartford, CNA, Philadelphia, Zurich, Pinnacol, Safeco, Progressive, and AmGuard) as well as specialty markets for the complex insurance needs our clients often need. Our ability to focus on the client and solve their problems is what gives us a distinct competitive edge.

If you are a team-first professional who values integrity, community involvement, and high service standards, we want to clear the path for your long-term career growth.

Position Overview

We are seeking a career-motivated, licensed Personal and Commercial Insurance Agency Client Administrator to manage accounts, deliver exceptional service, and cultivate sustainable relationships of trust with our client base. In this role, you will act as the primary bridge between our clients and carriers, resolving complex problems with precision, competence, and empathy.

Job Type: Full-Time, Employee

Hours: Monday Friday, 8:00 AM 5:00 PM (Flexible schedule options available)

Salary Range: $45000.00 - $75000.00 per year

Annual Base Salary + Commission+ Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Quarterly and Annual Performance Reviews

Clear Pathways for Salary Increases and Advancement.

Responsibilities

Key Responsibilities

Account Administration: Manage clients using the EZLynx Agency management systems, Complete applications, process Certificates of Insurance (COIs), handle policy change requests, process endorsements, and maintain meticulous, compliant documentation.

Carrier Marketing & Quoting: Perform online quoting on carrier websites and market active accounts to major carriers to secure optimal pricing and coverage options.

Client Relationship Management: Manage inbound calls, identify and evaluate client needs, resolve complaints within established time limits, and follow up to ensure total satisfaction.

Revenue Optimization: Review existing client accounts to identify cross-selling, upselling, and endorsement opportunities to support premium growth and retention.

System Management: Efficiently utilize agency management systems (Doris / Applied) and web-based platforms to process customer accounts and update records accurately.

Required Qualifications & Skills

Licensing: Must hold a current Colorado Property & Casualty (P&C) License. Applications without an active license will not be considered.

Experience: Minimum of 3+ years of experience handling Personal and Commercial Lines (including Workers' Compensation, General Liability, BOP, Umbrellas, Commercial Auto, Property, and Contractors Liability).

Software Proficiency: Must have direct hands-on experience using EZLynx agency management software, alongside familiarity with carrier websites and general computer literacy.

Communication: Exceptional verbal and written communication skills with a natural "how can I help you?" attitude.

Operational Strengths: High attention to detail, strong organization, and the ability to multitask in a dynamic environment while strictly protecting confidential client data.