Select Business Unit; SBU Account Executive

Select Business Unit (SBU) Account Executive

Join to apply for the Select Business Unit (SBU) Account Executive role at Mountain West Insurance & Financial Services, LLC

Delivering Peace, Empowering your Potential, and Fortifying the Future.

• 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 time frames.
• 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.

• $57,000 - $75,000 Annually
• Medical, Dental, Vision, 401k with company match
• Paid Time Off (PTO)

• 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.

• Bachelor’s degree preferred, or equivalent insurance experience.
• 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.

• Extended periods of sitting at a desk while using a computer and other office equipment.
• Repetitive motion tasks, such as typing, data entry, and phone use.
• Occasional lifting of files or other materials, typically weighing up to 20 pounds.
• Ability to move freely around the office space to collaborate with colleagues or access office resources.
• Visual acuity to read documents, screens, and fine print on documents.
• Manual dexterity to operate office equipment and handle paperwork efficiently.
• Ability to maintain focus and attention to detail in a sometimes fast paced and multitasking environment.
• The office environment typically has a moderate noise level consistent with a professional office setting.
• Some travel may be required for this position, primarily for attending training sessions, conferences, or meetings with clients or stakeholders. A valid driver's license and reliable transportation may be necessary for travel to off-site locations.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Please note that this job description is subject to change at any time and does not encompass all responsibilities, duties, or activities that may be required of the employee. Additional tasks, responsibilities, and duties may be assigned as deemed necessary by management. Mountain West Insurance is an Equal Opportunity Employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees.

Date Available:

7/31/2025

Closing Date:
Open Until Filled

Entry level

Full-time

Other

Insurance