Personal Lines Account Executive

MOUNTAIN WEST INSURANCE & FINANCIAL; Montrose (CO); Presencial; USD 58.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

401k with company match

Descripción de la vacante

Mountain West Insurance & Financial Services is seeking a Personal Lines Account Executive in Montrose, CO. You will service the book of business and support Producers, maintaining client records and processing policy changes and payments.

The role requires strong communication, organization, and time-management skills, with a preference for prior insurance customer service experience and a high school diploma or equivalent. Medical, dental, vision, and 401k with company match are offered.

Formación

• High school diploma or equivalent required.
• Prior general and 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.
• Competency using MS Word/Excel/Outlook and agency management system.
• Obtain and maintain insurance license as required.

Responsabilidades

• Service the book of business and support Producers as assigned.
• Maintain records in the Agency Management System and ensure accuracy.
• Handle policy changes, cancellations, and billings.
• Provide accurate information to underwriters and management.
• Build relationships with clients, carriers, and coworkers.
• Attend agency meetings and training as required.

Conocimientos

Customer service

Communication skills

Organization

Time management

Educación

High School diploma or equivalent

Herramientas

Agency management system

Microsoft Word

Microsoft Excel

Outlook

Descripción del empleo

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.

Description

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 Montrose, 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.