Top 75 Advisory Jobs in Fruita, Co

Claims Advocate
Mountain West Insurance & Financial Services, LLC —Grand Junction, CO
- $25 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Account Representative (Office Technology)
PROVEN IT COLORADO LLC —Grand Junction, CO
- $45,000 - $60,000 a year
- Full-time
- Office
- Bachelor's degree
- Travel
- AD&D insurance
- Disability insurance
Quick Apply
Interventionist (Temporary)
Mesa County Valley School District 51 —Mesa County, CO
- $50,765 - $105,998 a year
- Temporary
- Classroom
- High school
- Teaching Certification
PT FITNESS FLOOR ATTENDANT - COMMUNITY REC CENTER
City of Grand Junction, Colorado —Grand Junction, CO
- $15.50 an hour
- Part-time
- Background check
- 18 years or older
- Pass drug screening
Wealth Management Client Associate
Bank of America —Grand Junction, CO
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Advisory
ITC WORLDWIDE —Grand Junction, CO
- CPA
- Bachelor of Science
- Mid-level
Quick Apply
PT CLIMBING WALL STAFF - COMMUNITY REC CENTER
City of Grand Junction, Colorado —Grand Junction, CO
- $15.50 an hour
- Part-time
- Background check
- CPR Certification
- Pass drug screening
PT ADULT PROGRAM STAFF - COMMUNITY REC CENTER
City of Grand Junction, Colorado —Grand Junction, CO
- $15.50 an hour
- Part-time
- Background check
- Pass drug screening
- Pre-employment physical examination
Health Professions Education Analyst
US Veterans Health Administration —Grand Junction, CO
- $74,678 - $116,362 a year
- Online Application
- Background check
- Psychiatry
- Writing skills
3d
Environmental Technician
AECOM —Grand Junction, CO
- $20 - $25 an hour
- Full-time
- Clean driving record
- Office
- High school diploma or GED
- AD&D insurance
- Employee stock purchase plan
Apprenticeship Specialist
Colorado Mesa University —Grand Junction, CO
- $45,000 - $50,000 a year
- Online Application
- University
- US work authorization
- Contracts
- Health insurance
- Opportunities for advancement
SEAS EARLY CHILDHOOD EDUCATION AIDE
City of Grand Junction, Colorado —Grand Junction, CO
- $16.50 - $18.50 an hour
- Part-time
- Background check
- Classroom
- 18 years or older
PT LIFEGUARD & SWIM INSTRUCTOR - COMMUNITY REC CENTER
City of Grand Junction, Colorado —Grand Junction, CO
- $17 an hour
- Part-time
- Background check
- Pass drug screening
- Pre-employment physical examination
PT POOL MANAGER - COMMUNITY REC CENTER
City of Grand Junction, Colorado —Grand Junction, CO
- $21 an hour
- Part-time
- Background check
- 18 years or older
- CPR Certification
PT FITNESS INSTRUCTOR - COMMUNITY REC CENTER
City of Grand Junction, Colorado —Grand Junction, CO
- $20.50 an hour
- Part-time
- Background check
- 18 years or older
- CPR Certification
Technical Instructor of Medical Office Assisting
Colorado Mesa University —Grand Junction, CO
- $53,000 a year
- Full-time
- Computer literacy
- Basic math
- Clinic experience
- Retirement plan
Insurance Producer / Sales Executive
Red Rocks Insurance —Grand Junction, CO
- $55,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
Associate - Upper Midwest Advisor Group
Thrivent —Grand Junction, CO
- Research
- Mid-level
- Administrative experience
Quick Apply
Senior Employment Law Attorney & Employment Law Partner
Vibotek LLC —United States
- Full-time
- Business development
- Mentoring
- Senior level
Quick Apply
Transactional Business Attorney (CA or UT Licensed)
Jeppson Law, LLP —United States
- $115,000 - $150,000 a year
- Full-time
- Continuous improvement
- Organizational skills
- Senior level
- Paid holidays
- Health insurance
Quick Apply

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Claims Advocate

Mountain West Insurance & Financial Services, LLC -
Grand Junction, CO

Apply Now

Job Details

Full-time
$25 - $30 an hour

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Microsoft Outlook
Documentation tools
Customer engagement
Client management
Conflict management
Desktop applications
Document review
Insurance policy review
Epic
Documentation reviews

Full Job Description

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

As a Claims Advocate at Mountain West Insurance & Financial Services, you will be a key contributor by creating excellent customer experiences while processing client claims. This pivotal role requires taking ownership of communication between clients and the insurance company, facilitating collaboration with Producers and Account Executives, and leveraging Risk Management tools. Your focus will be on providing proactive claims management and identifying claim trends to assist in minimizing exposure while ensuring a high level of client satisfaction.

Performance Expectations/Responsibilities:

1. Claims Intake and Processing:

Receive and respond to the first report of claims.
Determine the correct insurance policy for claim submission.
Prepare the First Notice of Loss Report and submit it to the insurance carrier.
Collaborate with the insurance carrier to ensure prompt assignment to an adjuster and first contact
Advise clients on Claim Number and Adjuster Contact Information for effective communication.

2. Documentation and Communication:

Document comprehensive Claims Information and all related communications in EPIC (agency management system).
Understand various coverages and engage in discussions with Adjusters as needed.
Document claims reserves and settlements in EPIC.
Monitor reserves to verify appropriateness and communicate findings.
Document the closing of claims in EPIC and communicate to insured, producers, and account executives.

3. Quality Management:

Ensure adherence to best practices for high quality management of claims.
Prepare detailed claim summary reports and coverage reviews as requested.

4. Client Engagement:

Conduct ongoing claim reviews for assigned clients.

Review claims on loss runs to support Account Executives in marketing renewals.

5. Advisory Role:

Advise Producers and Account Executives on various claims matters, including:
- Large Accident, Reserves, or Death Claims.
- Frequency Issues.
- Loss Control or Safety Issues.

These responsibilities are integral to ensuring the efficient and effective management of claims, promoting client satisfaction, and contributing to the overall success of our insurance services.

Compensation & Benefits

$25 – $30 per hour
Medical, Dental, Vision, 401k with company match
Paid Time Off (PTO)

Required Skills:

Demonstrate ability to collaborate as a team-oriented individual, fostering effective working relationships with clients, fellow team members, adjusters, and insurance companies.
Knowledge of insurance coverages, products, and usages, or a high level of technical insurance expertise.
Preferred experience in handling claims.
Capable of reviewing and analyzing detailed information for accuracy and completeness.
Strong analytical and problem-solving skills, including the ability to analyze and interpret complex and abstract insurance situations.
Efficient self-direction and multitasking capabilities in a fast-paced department.
Excellent verbal and written communication skills.
Strong interpersonal skills with the ability to resolve conflicts effectively.

Education/Training Requirements

College degree or equivalent experience preferred.
Proficient in using a personal computer, calculator, agency automation systems, and various application/software programs (e.g. MS Word, MS Excel, MS Outlook, Epic).
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.

Apply Now

Refine Your Search

advisory jobs in fruita, co

Claims Advocate

Account Representative (Office Technology)

Interventionist (Temporary)

PT FITNESS FLOOR ATTENDANT - COMMUNITY REC CENTER

Wealth Management Client Associate

Advisory

PT CLIMBING WALL STAFF - COMMUNITY REC CENTER

PT ADULT PROGRAM STAFF - COMMUNITY REC CENTER

Health Professions Education Analyst

Environmental Technician

Apprenticeship Specialist

SEAS EARLY CHILDHOOD EDUCATION AIDE

PT LIFEGUARD & SWIM INSTRUCTOR - COMMUNITY REC CENTER

PT POOL MANAGER - COMMUNITY REC CENTER

PT FITNESS INSTRUCTOR - COMMUNITY REC CENTER

Technical Instructor of Medical Office Assisting

Insurance Producer / Sales Executive

Associate - Upper Midwest Advisor Group

Senior Employment Law Attorney & Employment Law Partner

Transactional Business Attorney (CA or UT Licensed)

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