Personal Lines Account Manager (AM)

Mountain West Insurance & Financial Services, LLC; Steamboat Springs (CO); On-site; USD 26,000 - 39,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k with company match

Paid Time Off (PTO)

Job summary

Mountain West Insurance & Financial Services, LLC is seeking a Personal Lines Account Manager to support the Personal Lines Department, maintain carrier and agency procedures, and ensure accurate documentation.

The role emphasizes license maintenance, data accuracy in the Agency Management System, and effective communication with coworkers and management. A high school diploma and MS Office proficiency are preferred; some travel may be required.

Qualifications

• Acquire the insurance license as mandated by Colorado regulators.
• Demonstrates accurate data handling and documentation.
• Able to work in team and independently and meet deadlines.

Responsibilities

• Maintain understanding of carrier and agency procedures.
• Review reports related to data maintenance in the Agency Management System.
• Manage follow-ups generated in the Agency Management System.
• Document processing of policy changes, cancellations, and payments.
• Attend agency meetings and external functions as required.

Skills

Insurance License

Team Work

Interpersonal Skills

Communication Skills

Attention to Detail

Time Management

Project Coordination

Education

High School Diploma

Tools

Agency Management System

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Delivering Peace, Empowering your Potential, and Fortifying the Future.

As our Personal Lines Account Manager, you will provide essential support to the Personal Lines Department by performing the following essential duties.

Performance Expectations/Responsibilities

• Maintain a thorough understanding of all carrier and agency change procedures, as well as industry specifics.
• Regularly review daily, weekly, and monthly reports provided by the department manager related to data maintenance in the Agency Management System.
• Effectively manage follow-ups generated in the Agency Management System.
• Cultivate and sustain quality relationships with carriers and coworkers.
• Ensure accurate documentation is maintained in the Agency Management System.
• Adhere to agency procedures and regulations to ensure compliance.
• Attend mandatory agency meetings and external functions, seminars, and conferences.
• Acquire the required insurance license and complete necessary continuing education to maintain license eligibility.
• Communicate clearly and concisely with coworkers and management.
• Document the processing of policy changes, cancellations, and claim payments.
• Review the expiration report for the department to address any missed or inactive policies and client accounts.
• Perform additional functions as assigned by management.

Compensation & Benefits

• $19 - $28 per hour
• Medical, Dental, Vision, 401k with company match
• Paid Time Off (PTO)

Required Skills

• Acquire the necessary insurance license as mandated by the Colorado State Department of Insurance.
• Ability to thrive in both team and independent work environments.
• Strong interpersonal and conflict resolution skills
• Proficient reasoning skills; meticulous attention to detail and accuracy; adept at analyzing and interpreting complex and abstract situations.
• Demonstrates effective management of multiple projects with a commitment to meeting deadlines, coupled with strong organizational skills.
• Excellent verbal and written communication skills.
• Demonstrated commitment to seeing projects through completion.
• Upholds honesty, integrity, professionalism, and respect.

Education/Training Requirements

• High School diploma or equivalent required.
• Proficiency in utilizing a desktop or laptop computer, calculator, agency management system, and all Microsoft products, including but not limited to Word, Excel, and Outlook, is essential.
• Must maintain an insurance license as mandated by the Colorado State Department of Insurance and Mountain West Insurance & Financial Services, LLC

Preferred Experience

• Previous experience in insurance sales and insurance customer service
• Prior experience in general sales and general customer service

Work Environment/Physical Demands

• Extended periods of sitting at a desk while using a computer and other office equipment.
• Repetitive motion tasks, such as typing, data entry, and phone use.
• Occasional lifting of files or other materials, typically weighing up to 20 pounds.
• Ability to move freely around the office space to collaborate with colleagues or access office resources.
• Visual acuity to read documents, screens, and fine print on documents.
• Manual dexterity to operate office equipment and handle paperwork efficiently.
• Ability to maintain focus and attention to detail in a sometimes fast paced and multitasking environment.
• The office environment typically has a moderate noise level consistent with a professional office setting.
• Some travel may be required for this position, primarily for attending training sessions, conferences, or meetings with clients or stakeholders. A valid driver's license and reliable transportation may be necessary for travel to off-site locations.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Please note that this job description is subject to change at any time and does not encompass all responsibilities, duties, or activities that may be required of the employee. Additional tasks, responsibilities, and duties may be assigned as deemed necessary by management.