Personal Lines Account Executive

MOUNTAIN WEST INSURANCE & FINANCIAL; Craig (CO); Vor Ort; USD 58.000 - 65.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision

401k with company match

Zusammenfassung

Mountain West Insurance & Financial Services in Craig, CO is hiring a Personal Lines Account Executive to service a growing book of business. You will support Producers, manage client accounts, and ensure policy changes, billing, and submissions are handled accurately.

Candidates should have a High School degree or equivalent and prior insurance customer service experience. Strong communication, organization, and MS Office skills are essential, along with an active insurance license.

Qualifikationen

• High School degree or equivalent required.
• Prior general & insurance customer service experience preferred.
• Ability to adhere to a defined service process.
• Excellent oral and written communication skills.
• Strong organizational and time management skills.
• Ability to work productively in a fast paced, multi-tasking environment.
• Proficient with desktop or laptop computer and Microsoft Office.
• Obtain and maintain insurance license as required by state law.

Aufgaben

• Sustain knowledge of carrier change procedures and industry specifics.
• Review reports generated by Agency management system.
• Maintain records of activity for each client in the Agency Management System.
• Ensure accuracy of each client account status and policy changes.
• Manage follow-ups in the Agency Management System.
• Keep Producer informed of important client account activities.
• Build and maintain relationships with clients, carriers and coworkers.
• Provide accurate information to underwriters and support team.
• Adhere to agency procedures and regulations to ensure compliance.
• Attend mandatory meetings, seminars and conferences.

Kenntnisse

Service processes

Communication skills

Organizational skills

Time management

Multitasking

MS Office

Insurance license

Ausbildung

High School degree or equivalent

Tools

MS Office Suite

Jobbeschreibung

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

As our Personal Account Executive, you will service the book of business and support the Producers to which is assigned to the employee by performing the following responsibilities to the Personal Lines Manager’s expectations.

Summary of Essential Duties:

• Sustain working knowledge of all carrier change procedures and industry specifics.
• Review daily, weekly and monthly reports generated by Agency management system.
• Maintaining appropriate records of activity for each client the Agency Management System.
• Managing the accuracy of each client’s account status, submissions for new and renewal business and requested policy changes.
• Manage follow-ups that generate in the Agency Management System.
• Keep Producer fully informed of all-important activities on client accounts.
• Build and maintain quality relationships with clients, carriers and coworkers.
• Providing accurate information to carrier underwriters and support team.
• Adhere to agency procedures and regulations to ensure agency compliance.
• Attend required agency meetings and outside functions, seminars and conferences.
• Clear and concise communication with coworkers and management.
• Process requests for policy changes, evidences, cancellations and Auto ID cards.
• Process direct bill, agency bill and upload sweep account payments to companies.
• Perform other functions as assigned by management.

Compensation & Benefits:

• $58,000- $65,000
• Medical, Dental, Vision, 401k with company match

Position Requirements:

• High School degree or equivalence required.
• Prior general & insurance customer service experience preferred.
• Ability to adhere to a defined service process.
• Excellent oral and written communication skills.
• Strong organizational and time management skills.
• Ability to work productively in a fast paced, multi-tasking environment.
• Ability to use a desktop or laptop computer, calculator, agency management system and all Microsoft products including, but not limited to Word, Excel, and Outlook.
• Obtain and maintain insurance license as required by the State Department of Insurance and Mountain West Insurance & Financial Services, LLC.

Location Craig, CO

Full-Time/Part-Time Full-Time

Position Personal Lines Account Executive

Number of Openings 1

Exempt/Non-Exempt Exempt

About the Organization Mountain West Insurance & Financial Services is a fast-growing independent insurance agency partnered with a nationally ranked top 15 insurance brokerage holding company. Founded in 1998 Mountain West has over 200 employees and over 20 office locations across Colorado and in Farmington, New Mexico, including many of Colorado's top ski resort communities. Mountain West is a rapidly growing company representing clients in over 40 + states offering unlimited career opportunities.

This position is currently accepting applications.