Personal Lines Account Manager (AM)

Mountain West Insurance & Financial Services•Montrose, CO

14h•Onsite

About The Position

Delivering Peace, Empowering your Potential, and Fortifying the Future. As our Personal Lines Account Manager, you will provide essential support to the Personal Lines Department by performing the following essential duties. Performance Expectations/Responsibilities: Maintain a thorough understanding of all carrier and agency change procedures, as well as industry specifics. Regularly review daily, weekly, and monthly reports provided by the department manager related to data maintenance in the Agency Management System. Effectively manage follow-ups generated in the Agency Management System. Cultivate and sustain quality relationships with carriers and coworkers. Ensure accurate documentation is maintained in the Agency Management System. Adhere to agency procedures and regulations to ensure compliance. Attend mandatory agency meetings and external functions, seminars, and conferences. Acquire the required insurance license and complete necessary continuing education to maintain license eligibility. Communicate clearly and concisely with coworkers and management. Document the processing of policy changes, cancellations, and claim payments. Review the expiration report for the department to address any missed or inactive policies and client accounts. Perform additional functions as assigned by management.

Requirements

Acquire the necessary insurance license as mandated by the Colorado State Department of Insurance.
Ability to thrive in both team and independent work environments.
Strong interpersonal and conflict resolution skills
Proficient reasoning skills; meticulous attention to detail and accuracy; adept at analyzing and interpreting complex and abstract situations.
Demonstrates effective management of multiple projects with a commitment to meeting deadlines, coupled with strong organizational skills.
Excellent verbal and written communication skills.
Demonstrated commitment to seeing projects through completion.
Upholds honesty, integrity, professionalism, and respect.
High School diploma or equivalent required.
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, is essential.
Must maintain an insurance license as mandated by the Colorado State Department of Insurance and Mountain West Insurance & Financial Services, LLC

Nice To Haves

Previous experience in insurance sales and insurance customer service
Prior experience in general sales and general customer service

Responsibilities

Maintain a thorough understanding of all carrier and agency change procedures, as well as industry specifics.
Regularly review daily, weekly, and monthly reports provided by the department manager related to data maintenance in the Agency Management System.
Effectively manage follow-ups generated in the Agency Management System.
Cultivate and sustain quality relationships with carriers and coworkers.
Ensure accurate documentation is maintained in the Agency Management System.
Adhere to agency procedures and regulations to ensure compliance.
Attend mandatory agency meetings and external functions, seminars, and conferences.
Acquire the required insurance license and complete necessary continuing education to maintain license eligibility.
Communicate clearly and concisely with coworkers and management.
Document the processing of policy changes, cancellations, and claim payments.
Review the expiration report for the department to address any missed or inactive policies and client accounts.
Perform additional functions as assigned by management.