Employee Benefits Client Success Manager

Mountain West Insurance & Financial Services, LLC; Grand Junction (CO); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k with company match

Paid Time Off

Job summary

Mountain West Insurance & Financial Services, LLC in Colorado is seeking an EB Account Manager to collaborate with the Account Executive and Producer/Adviser, managing client service, renewals and new business with thorough, accurate assistance and timely issue resolution.

You will handle day-to-day client service via phone, email and in-person interactions; prepare renewal proposals, analyze quotes, and communicate industry changes.

Qualifications

• 1–2 years in EB Account Management insurance preferred.
• Must hold a Colorado Life and Health Insurance license.
• Strong communication and organizational skills.
• Ability to manage multiple projects and meet deadlines.

Responsibilities

• Collaborates with Account Executive and Producer through renewal and new business processes.
• Provides day-to-day client service via phone, email, and in-person interactions.
• Identifies and troubleshoots problems with the client’s benefits program.
• Prepares open enrollment materials and renewal proposals as requested.
• Educates clients on trends and changes in the industry.

Skills

EB Account Management

Education

High School diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Outlook

Agency management system

Job description

Mountain West Insurance & Financial Services, LLC in Colorado is seeking an EB Account Manager to collaborate with the Account Executive and Producer/Adviser, managing client service, renewals and new business with thorough, accurate assistance and timely issue resolution.

You will handle day-to-day client service via phone, email and in-person interactions; prepare renewal proposals, analyze quotes, and communicate industry changes.