Relationship Management Associate - Insurance

Relationship Management Associate - Insurance

Location: Denver, CO (Hybrid)

Job Type: Full-Time Non-Exempt

Salary: $24.24 - $31.50/HR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later 06/07/2025

You're a detail-oriented, client-focused professional with a passion for delivering exceptional service and support. You understand the nuances of insurance products, thrive in a collaborative environment, and are proactive in helping both clients and internal partners achieve their goals. You have strong communication skills, an eye for detail, and a genuine commitment to relationship management.

If you enjoy being a trusted resource, managing operational details, and helping clients navigate complex products, this role is right for you.

As a Client Services Associate - Insurance, you'll play a key role in supporting producers and their clients by ensuring timely, accurate, and service-oriented execution across insurance operations. You'll act as the primary service link between clients, producers, and insurance carriers-delivering critical support through relationship management, data handling, and marketing coordination. This role requires technical knowledge of insurance products, strong communication skills, and the ability to manage multiple priorities with a service-first mindset.

• Manage daily client service requests and operational tasks.
  
  
• Act as a key point of contact between clients, producers, and internal teams.
  
  
• Run and interpret Vital Signs analyses to assess current ratings on insurance companies.
  
  
• Coordinate with brokerage firms to assist with advanced marketing opportunities.
  
  
• Create, print, and manage marketing materials for presentations and proposals.
  
  
• Order and maintain accurate and up-to-date file documentation.
  
  
• Develop a deep understanding of insurance product structures, features, and compliance requirements.
  
  
• Evaluate client needs and determine product suitability based on risk analysis.
  
  
• Maintain internal procedures, forms, cheat sheets, and vendor documentation.
  
  
• Assist in the preparation and review of in-force and new business illustrations.
  
  
• Analyze and compare product components to select the most suitable option.
  
  
• Communicate directly with clients and provide proactive, professional service.
  
  
• Collaborate closely with home office staff, including service, product, and wholesale teams.
  
  
• Maintain knowledge of all company policies and complete assigned training in a timely manner.
  
  
• Review the Associate Handbook and Company Policies annually.
  
  
• Complete the Code of Ethics and Conflict of Interest Questionnaire annually.
  
  
• Embrace and demonstrate First Western's Core Values.
  
  
• Perform other related duties as assigned.
  
  

• Bachelor's Degree (Required)
  
  
• 1-3 years of experience in insurance services, including knowledge of multiple carriers, product strengths, and use of illustration and service systems (Required)
  
  
• Proficiency in Microsoft Word, Excel, and carrier-specific systems
  
  
• Strong interpersonal, written, and verbal communication skills
  
  
• Detail-oriented with the ability to manage multiple priorities
  
  
• Resourceful and proactive in resolving client issues and internal needs
  
  
• Colorado Health & Life Insurance License, Series 6 (Preferred; must obtain within 1 year of hire)
  
  

• Competitive base salary: $24.24 - $31.50/HR, plus bonus potential.
  
  
• 401(k) plan with employer match.
  
  
• Paid parking and transportation benefits.
  
  
• Comprehensive health and wellness benefits, including:
  
  
  
  
  • Health savings accounts (HSA)
    
    
  • Flexible spending accounts (FSA)
    
    
  • Medical, dental, and vision coverage
    
    
  • Generous paid time off and bank holidays.
    
    
  
  
  
  
• Training and professional development support.
  
  
• A culture grounded in collaboration, accountability, and innovation.

At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what's right-always.

If that sounds like you, you'll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com.

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.