Relationship Management Associate - Insurance

at First Western Financial in Denver, Colorado, United States

Job Description

First Western is seeking an Relationship Management Associate - Insurance to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a Relationship Management Associate - Insurance at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Insurance team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:
Manage day to day activities of client service requests.
Run Vital Signs analysis for current ratings on companies.
Contact brokerage firms for assistance in advanced marketing.
Create and print marketing materials.
Order and maintain forms in the files as needed.
Communicates directly with clients.
Interacts with home office service, product, and wholesale staff.
Develop strong understanding of insurance products, staying knowledge of changes & industry trends
Determine what product fulfills needs of risk and determine suitability.
Maintain resources for the Firm that includes internal procedures, forms, cheat sheets, vendors, etc...
Manage the operational components relating to product performance and compliance rules to understand product selection, licensing/contracting, and compensation.
What You Bring:
Proficiency with computers in general, particularly Excel, Word, PaperClip and online Carrier Services.
Strong attention to detail, good interpersonal skills (verbal and written skills), accuracy with data entry work.
The ability to prioritize between multiple tasks and requests.
Education Level Education Details Required/Preferred
Bachelor's Degree Required
Experience Level Experience Details Required/Preferred
1-3 years Insurance services experience, to include an understanding of multiple carrier, strengths and illustration and service systems Required
License/Certification Details Time Frame Required/Preferred
May be required to obtain Colorado Health & Life Insurance License, Series 6 Within 1 year of hire Preferred
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $24.24 - $31.50/HR
Job Classification: Full-Time Non-Exempt
*Actual offer will be based on experience, location, education, and/or skills*
- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays
Interested in learning more and seeing how we connect? Visit us today at:

Questions? Contact us at

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

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Pay Range
$24.24-$31.50 USD

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran

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Job Posting: 6425548

Posted On: Mar 31, 2024

Updated On: Apr 30, 2024

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