Account Executive & Account Manager
Mountain West Insurance & Financial Services, LLC
Granby, CO
Full-time
Customer Service
Posted on March 20, 2023
Mountain West Insurance & Financial Services, LLC (Formerly Town and Country Insurance, Inc.) Two positions available: Account Executive & Account Manager. Offices located in Granby, CO & Kremmling, CO.
Account Executive
As our Commercial Lines Account Executive, you will coordinate, manage, and oversee all aspects of client service to ensure customer retention by providing thorough, accurate service and problem resolution. You will aid the Producer and Client with service needs.
Summary of Essential Duties:
- Provide day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
- Work closely with Producer(s) to ensure retention of existing accounts.
- Provide recommendations and pursue solutions to insurance requirements and indemnification clauses in contracts and master service agreements (MSAs).
- Review audits of policies, verify accuracy and facilitate corrections as needed between client and carrier.
- Assemble pertinent information necessary for complete applications in coordination with Producer(s)
- Order and issue binders, certificates, policies, endorsements, and other related items.
- Negotiate coverage terms, conditions, and pricing with underwriters.
- Create accurate and professional renewal proposals and quote comparisons.
- Complete annual exposure analysis on all accounts.
- Obtain Premium Finance information and assist with any agreements.
- Use data management system (EPIC) efficiently and follow official agency workflows and guidelines within required timeframes.
- Attend Commercial Lines meetings, trainings, and classes requested by management or required for the appropriate state licensing and designations