Personal Lines Account Manager: Policy & Client Relations

MOUNTAIN WEST INSURANCE & FINANCIAL; Grand Junction (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 is seeking a Personal Lines Account Manager in Grand Junction, CO. You will support the Personal Lines Department, maintain carrier relationships, and ensure accurate documentation in the Agency Management System.

The role requires licensing, attention to detail, and strong communication skills. Qualified candidates will thrive in a fast-paced office, manage multiple projects, and attend trainings or conferences as needed.

Qualifications

• Must acquire Colorado insurance license and maintain it.
• Ability to work in both team and independent environments.
• Strong interpersonal and conflict resolution skills required.
• Clear and concise written and verbal communication essential.

Responsibilities

• Maintain understanding of carrier and agency change procedures.
• Review reports and manage data in the Agency Management System.
• Document processing of policy changes, cancellations, and payments.
• Cultivate relationships with carriers and coworkers; ensure compliance.

Skills

Insurance license

Team & independent work

Interpersonal skills

Communication

Attention to detail

Project management

Education

High School diploma

Tools

Agency management system

Microsoft Word

Microsoft Excel

Outlook

Job description

Mountain West Insurance & Financial is seeking a Personal Lines Account Manager in Grand Junction, CO. You will support the Personal Lines Department, maintain carrier relationships, and ensure accurate documentation in the Agency Management System.

The role requires licensing, attention to detail, and strong communication skills. Qualified candidates will thrive in a fast-paced office, manage multiple projects, and attend trainings or conferences as needed.