Share Email Opening Apply Now Title SBU Account Executive - Construction  EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.   Description Delivering Peace, Empowering your Potential, and Fortifying the Future. As our Select Business Unit (SBU) Account Executive, you will coordinate, manage, and oversee all facets of client service to enhance client retention through the delivery of comprehensive, accurate assistance, and effective problem resolution. Assist clients with their service requirements to ensure a seamless and satisfactory experience.   Performance Expectations/Responsibilities  Provide proactive day-to-day client service by anticipating client needs and addressing inquiries and issues promptly. Efficiently manage the marketing and renewal process in accordance with agency workflows. Compile essential information for comprehensive applications; submit applications to eligible carriers; and ensure timely and accurate receipt of quotes and policies through diligent follow-up. Initiate the ordering and issuance of binders, certificates, policies, endorsements, and related items; verify their accuracy; and forward them to clients with appropriate correspondence following Agency Workflows. Conduct negotiations with underwriters on coverage terms, conditions, and pricing. Generate precise and professional new and renewal proposals along with quote comparisons. Perform annual exposure analysis on all accounts, evaluating client risk, reviewing and analyzing exposures and loss experience, and identifying any uncovered exposures. Communicate and document uncovered exposures with clients, providing recommendations for suitable coverage, products, and services in coordination with the Producer. Review policy audits, verify accuracy, and facilitate corrections as needed between clients and carriers. Notify the producer of any unpaid or disputed audits and proactively manage the resolution of such disputes. Obtain Premium Finance information and assist in any related agreements. Support the collection of premiums. Utilize the data management system (EPIC) efficiently, adhering to official agency workflows and guidelines within required timeframes. 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.   Compensation & Benefits $52,000 - $57,000 Annually Medical, Dental, Vision, 401k with company match Position can be hybrid-remote PTO   Position Requirements Required Skills  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.   Education/Training Requirements  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, is essential. Maintain insurance license as required by the appropriate State Department of Insurance, and Mountain West Insurance & Financial Services, LLC.   Work Environment/Physical Demands 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 the 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.   Date Available: 4/16/2024 Closing Date: Open until filled   Location Englewood, CO   Full-Time/Part-Time Full-Time   Position SBU Account Executive   Number of Openings 1   Exempt/Non-Exempt Exempt   About the Organization Mountain West Insurance & Financial Services is a fast-growing independent insurance agency partnered with a nationally ranked top 15 insurance brokerage holding company. Founded in 1998 Mountain West has over 200 employees and 13 office locations across Colorado and in Farmington, New Mexico, including many of Colorado's top ski resort communities. Mountain West is a rapidly growing company representing clients in over 40 + states offering unlimited career opportunities.   This position is currently accepting applications. 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