Personal Lines Account Manager in Training

Are you someone who is driven, people-oriented, and looking to build a real career in insurance? Trailstone Insurance Group is hiring a Personal Lines Account Manager in Training, a role designed to take you from day one all the way to managing your own book of personal lines business.

No insurance experience? No problem. Well sponsor your Colorado P&C license and walk you through everything. What we cant teach is the drive, the work ethic, and the desire to grow, thats what were hiring for.

About Trailstone Insurance Group

Trailstone Insurance Group is an independent insurance agency based in Littleton, CO. Were a fast-moving team that genuinely cares about our clients and each other. We operate on EOS (Entrepreneurial Operating System), which means clear goals, real accountability, and a culture that rewards people who show up and follow through.

What Youll Be Doing

This is a structured training role with a clear path to becoming a full Personal Lines Account Manager. Youll work alongside experienced team members, learn our systems and processes, and gradually take on more responsibility as you build your skills. Heres what the journey looks like:

• Get licensed complete Kaplan coursework and pass your Colorado Property & Casualty exam within 30 days
• Learn our tools HubSpot (CRM), carrier portals, RingCentral, EZ Lynx, and Dropbox
• Build service skills work through a hands-on ticket checklist covering the most common client requests: vehicle changes, cancellations, billing inquiries, coverage changes, and more
• Shadow and learn the TRAC process Trailstones proactive renewal and retention outreach system
• Get into rotation once cleared by your trainer, join the live ticket queue, TRAC calls, and client phone rotation
• Learn renewals and quoting shadow specialists, then practice independently with supervision using EZ Lynx

Salary Range: $15.00 - $20.00 per hour

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

What Were Looking For

You dont need an insurance background but you do need to bring the right foundation:

• Motivated self-starter who takes initiative and follows through
• Strong communicator comfortable on the phone and in writing
• Coachable and eager to learn in a structured environment
• Detail-oriented and accurate, especially when managing client data
• Reliable and accountable you do what you say youll do
• Comfortable working across multiple systems and software platforms

Position Requirements

• In-office position, Monday through Friday
• Colorado Property & Casualty insurance license required within 30 days of hire (we cover the cost)
• Full-time, non-exempt (hourly) position between $15-$18/hour to start, $20/hour once licensed

What We Offer

• Paid licensing we sponsor and cover the cost of your Kaplan coursework and Pearson VUE exam
• Structured training program with hands-on coaching and clear milestones
• A defined career path to Personal Lines Account Manager
• Collaborative, supportive team culture with weekly L10 meetings and ongoing feedback
• Recognition and performance tracking through SalesScreen
• A workplace that lives its core values not just posts them on a wall
• An increase in pay once licensed and a growth path to Account Manager.

Ready to Apply?

If youre looking for a company that will invest in your growth and give you a real path forward in insurance, we want to hear from you. Apply now and tell us why youre the right fit for Trailstone.

Trailstone Insurance Group is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state, or local law.