Personal Lines Account Executive

MOUNTAIN WEST INSURANCE & FINANCIAL; Steamboat Springs (CO); On-site; USD 58,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k with company match

Job summary

Mountain West Insurance & Financial Services in Steamboat Springs, CO, is seeking a Personal Lines Account Executive to service client books and support Producers. This role requires strong policy knowledge, client communication, and accurate record-keeping in the agency management system.

Full-time position with benefits including medical, dental, vision and 401k with company match; candidates should have a High School diploma and insurance customer service experience.

Qualifications

• High School diploma or equivalent required.
• Prior general & insurance customer service experience preferred.
• Ability to adhere to a defined service process and maintain accuracy.
• Excellent oral and written communication skills and strong organization.

Responsibilities

• Sustain working knowledge of carrier change procedures and industry specifics.
• Review reports and maintain activity records in the Agency Management System.
• Manage client account status, policy changes, and submissions for new/renewal business.
• Communicate with coworkers, underwriters, and producers to ensure client satisfaction.
• Process policy changes, evidences, cancellations, and billing uploads.

Skills

Customer service

Communication skills

Organization

Time management

Microsoft Office

Education

High School diploma

Tools

Agency management system

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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 Steamboat Springs, 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.