Mountain West Insurance & Financial Services, LLC · 3 months ago
Select Business Unit (SBU) Account Executive
Glenwood Springs, CO
Full-time
Onsite
Mid Level
$57K/yr - $75K/yrMountain West Insurance & Financial Services, LLC is dedicated to delivering peace and empowering potential. They are seeking a Select Business Unit (SBU) Account Executive to manage daily client service, enhance client retention, and ensure policy accuracy for Select Business accounts.
Insurance
Responsibilities
Provide proactive day-to-day client service by anticipating client needs and addressing inquiries and issues promptly
Initiate the issuance of certificates, policies, endorsements, and related items; verify their accuracy and forward them to clients with appropriate correspondence following Agency Workflows
In collaboration with the SBU Producer, generate precise and professional new and renewal proposals along with quote comparisons
Review policy audits, verify accuracy, and facilitate corrections as needed between clients and carriers
Notify the SBU Producer/CL Producer of any unpaid or disputed audits and proactively manage the resolution of such disputes
In collaboration with the SBU Producer/CL Producer, obtain Premium Finance information and assist in any related agreements
Support the collection of premiums
Collaborate with SBU Producer to provide guidance and mentorship on client and carrier service requests
Utilize the data management system (EPIC) efficiently, adhering to official agency workflows and guidelines within required timeframes
Foster a positive working atmosphere while collaborating with all agency staff to achieve efficient servicing and processing of client accounts
Manage workload to maintain current desk standards established by the agency
Attend Commercial Lines meetings, training sessions, and classes as requested by management or required for maintaining State of Colorado licensing and designations
Upholds honesty, integrity, professionalism, and respect
Qualification
Required
Demonstrates a high level of technical insurance knowledge
Capable of working both independently and collaboratively in a team environment with strong interpersonal and conflict-resolution skills
Possesses excellent written and verbal communication skills
Effectively manages multiple projects and consistently meets deadlines
Demonstrates the ability to analyze and interpret complex and abstract insurance situations
Exhibits a solid knowledge of insurance products, usages, and markets, coupled with an understanding of insurance rating and underwriting procedures
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, are essential
Maintain insurance license as required by the appropriate State Department of Insurance and Mountain West Insurance & Financial Services, LLC
Preferred
Bachelor's degree preferred, or equivalent insurance experience
Benefits
Medical, Dental, Vision, 401k with company match
Paid Time Off (PTO)
Company
Mountain West Insurance & Financial Services, LLC
Mountain West Insurance & Financial Services, LLC is an independent agency offering both insurance and financial service solutions in Colorado and over 30 states across the US.
Founded in 1998
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sue Voloshin
CFO
Todd A Hayes
President & Chief Operating Officer
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