Mountain West Insurance & Financial Services logo
Mountain West Insurance & Financial Services2 days ago

Personal Lines Account Executive

$58,000–$65,000 year

On-site · Craig, Colorado, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Small

Job Summary

As a Personal Lines Account Executive, focus on servicing the book of business and providing steadfast support to assigned Producers. Responsibilities include managing client activities in the Agency Management System, handling policy submissions, changes, cancellations, and billing processes, maintaining quality relationships with clients, carriers, and coworkers, coordinating with underwriters and the support team, ensuring compliance with agency procedures, attending meetings and events, and pursuing ongoing licensing and CE requirements. Must demonstrate strong verbal and written communication, excellent interpersonal and organizational skills, and the ability to work efficiently in a fast-paced, multitasking environment. Education requires a High School diploma or equivalent and an active insurance license per Colorado requirements; prior insurance sales or customer service experience is preferred. Travel for training or client meetings may be required.

Required Qualifications

  • High School diploma or equivalent
  • Must maintain an insurance license as mandated by state authorities
  • Proficiency with desktop/laptop computers and agency management system
  • Strong verbal and written communication
  • Excellent interpersonal and organizational skills
  • Ability to work in a fast-paced environment with multitasking
  • Experience in insurance sales or customer service preferred
  • Knowledge of policy submissions, changes, cancellations and auto ID card processes
  • Ability to follow defined service processes
  • Proficiency with Microsoft Office (Word, Excel, Outlook)
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$58k – $65k / yr

Personal Lines Account Executive · Mountain West Insurance & Financial Services

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