Personal Lines Account Manager: Client Care & Carriers

MOUNTAIN WEST INSURANCE & FINANCIAL; Steamboat Springs (CO); On-site; USD 54,443,000 - 80,231,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k with match

Paid Time Off

Job summary

Mountain West Insurance & Financial Services in Steamboat Springs, CO is seeking a Personal Lines Account Manager to support the Personal Lines Department with essential duties including policy administration, carrier communications, and data maintenance.

The ideal candidate will hold or be willing to obtain a Colorado insurance license, demonstrate excellent written and verbal communication, teamwork and independent work capability, and commit to meeting deadlines in a professional office

Qualifications

• High school diploma or equivalent.
• Must maintain an insurance license as mandated by state law.
• Experience in insurance sales or customer service preferred.

Responsibilities

• Maintain understanding of carrier and agency change procedures and industry specifics.
• Review reports in the Agency Management System for data maintenance.
• Manage follow-ups generated in the Agency Management System.
• Cultivate quality relationships with carriers and coworkers.
• Ensure accurate documentation in the Agency Management System.
• Adhere to agency procedures and regulations to ensure compliance.
• Attend mandatory agency meetings, seminars, and conferences.
• Acquire the required insurance license and complete continuing education.
• Communicate clearly with coworkers and management.
• Document processing of policy changes, cancellations, and claim payments.
• Review expiration report to address missed or inactive policies.
• Perform additional functions as assigned by management.

Skills

Insurance license

Teamwork

Independent work

Interpersonal skills

Attention to detail

Project management

Communication

Integrity

Education

High School diploma

MS Office proficiency

Job description

Mountain West Insurance & Financial Services in Steamboat Springs, CO is seeking a Personal Lines Account Manager to support the Personal Lines Department with essential duties including policy administration, carrier communications, and data maintenance.

The ideal candidate will hold or be willing to obtain a Colorado insurance license, demonstrate excellent written and verbal communication, teamwork and independent work capability, and commit to meeting deadlines in a professional office