Personal Lines Account Executive

Job overview

The Personal Lines Account Executive role is onsite in Montrose, CO, and pays $58,000–$65,000 per year. Mountain West Insurance & Financial Services supports its producers by servicing assigned personal-lines accounts. The account executive maintains accurate client records and account status, processes new and renewal submissions and policy changes, and coordinates follow-ups. The role supports client retention and agency compliance through responsive service and clear communication with clients, carriers, producers, and coworkers.

What you'll do

• Maintain knowledge of carrier change procedures and industry specifics
• review agency management system reports
• maintain client activity records and account accuracy
• process new and renewal submissions and policy changes
• manage follow-ups
• keep producers informed
• build relationships with clients, carriers, and coworkers
• provide accurate information to carrier underwriters
• attend agency meetings and outside functions
• process policy changes, evidence requests, cancellations, auto ID cards, and payments.

What we're looking for

Skills & competencies

personal lines account executive

insurance account service

personal lines

policy changes

renewals

client records

carrier coordination

montrose co

mountain west insurance

$58k–$65k/year

medical insurance

dental insurance

vision insurance

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• 401(k) with company match.

Why this role

Personal-lines account servicing role supporting assigned producers; compensation range is $58,000–$65,000 per year.

About the employer

Mountain West Insurance & Financial Services, LLC is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.