Mountain West Insurance & Financial Services logo
Mountain West Insurance & Financial Services3 days ago

Commercial Lines Account Manager

$49,920–$58,240 year

On-site · Craig, Colorado, United States

Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Small

Job Summary

As a Commercial Lines Account Manager you will verify the accuracy of commercial policy documents and endorsements, process client information to maintain current files, and support the Account Executive in servicing client accounts. Responsibilities include reviewing new and renewal policies within 10 days, processing endorsements with carriers, entering changes into EPIC, following up on outstanding change requests, issuing certificates and auto ID cards, handling daily mail and workflow updates, collaborating with Account Executives and other staff, attending licensing-required trainings, preparing insured letters, and performing additional duties as assigned. Strong organizational, communication, and teamwork skills; attention to detail; and the ability to work both independently and within a team are essential. Knowledge of commercial lines operations, policy processing, and licensing requirements is expected.

Required Qualifications

  • Must maintain an insurance license as mandated by the Colorado State Department of Insurance and Mountain West Insurance & Financial Services, LLC
  • Prior insurance experience desirable
  • Proficiency with Microsoft Word, Excel, Outlook and agency management systems (EPIC)
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$50k – $58k / yr

Commercial Lines Account Manager · Mountain West Insurance & Financial Services

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