Account Manager - Individual Health and Medicare

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

Mountain West Insurance is growing, and we’re looking for our next great team member to join our Grand Junction office. We’re hiring an Account Manager – Individual Health & Medicare to support our Employee Benefits division. We’re an established, stable, and growing agency that values teamwork, client service, and long-term success. Our Grand Junction Employee Benefits team is fast-paced, supportive, and driven by a shared commitment to helping individuals make informed decisions about their health and Medicare coverage.

We’re looking for someone who is: Client-focused and detail-oriented; ready to learn and grow within the role; and interested in building a long-term career with a company that invests in its people.

If you want to work in a place where your contributions matter—and you’re serious about your personal and professional development—we’d love to talk.

As an Individual Health and Medicare Account Manager, you will effectively manage and oversee all aspects of client service in coordination with the Producer/Adviser, ensuring clients receive thorough, accurate support and timely problem resolution to enhance their overall experience and satisfaction.

Performance Expectations/Responsibilities

• Collaborate closely with the Producer throughout the renewal and new business process.
• Provide responsive and proactive client service via phone, email, and in person by anticipating needs and addressing questions or concerns in a timely manner.
• Maintain consistent and clear communication with the Producer/Adviser to ensure alignment on client needs.
• Review and organize quotes, analyzing them based on cost, network, and benefits. Prepare or download summaries from the carrier or Connect for Health website to present the available options to clients.
• Works closely with Producer/Adviser(s) and Account Executive to ensure the retention of existing accounts.
• Utilizes internal systems to (a) establish a system of continual “touches” for communicating with clients; (b) administers proactive communication to deliver changes regarding ACA and other industry changes when approved by Consultant or Client Executive. Examples of internal systems include, but are not limited to, ThinkHR, Zywave, Springbuk, Compliance Dashboard.
• Efficiently and routinely uses the data management system (EPIC), including attaching necessary documentation/correspondence with clients, and correctly uses the Mountain West EB workflow to ensure accuracy and reliability of client data.
• Prepares all open enrollment systems and materials, such as HR Connect, Benefits at a Glance/Benefit Guide, Total Compensation Statements, SBC, Flyers, etc., as requested by the client and outlined in Mountain West Client Service expectations.
• Communicates and educates clients on the latest trends, concerns, and changes in the industry.

Compensation & Benefits

• $19 - $25/hour
• Medical, Dental, Vision, 401k with company match
• Paid Time Off (PTO) and holidays

Required Skills

• Must hold a valid Colorado Life and Health Insurance license.
• 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.

Education/Training Requirements

• 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

Preferred Experience

• Preferred experience of 1-2 years in EB Account Management insurance.

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. Mountain West Insurance is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.