Commercial Lines Account Manager

Capitol Federal Savings Bank; Overland Park (KS); On-site; USD 52,000 - 72,000; Full time

Job summary

Capitol Federal Savings Bank is seeking a Commercial Lines Insurance Account Manager to support growth and retention of its commercial book. You’ll serve as the main contact for commercial clients, assist with renewals and remarketing, and help uphold high compliance standards.

Responsibilities include placing coverage with the sales team, processing endorsements, and maintaining detailed account records. The role requires 1–3 years’ related experience, a bachelor’s degree, and KS/MO licenses.

Qualifications

• Bachelor’s degree or equivalent.
• Kansas/Missouri Property & Casualty License and Kansas/Missouri Life & Health License.
• CISR, CIC or other insurance designations preferred.
• Must have a valid driver’s license.
• Minimum 1–3 years of related experience.

Responsibilities

• Assist Commercial Lines sales team with coverage placement.
• Explain products and services, submit applications, and process endorsements.
• Service and maintain existing accounts including responding to customer requests and generating policy documents.
• Maintain accurate records for customer/company interactions in the agency management system.
• Assist with policy remarketing and premium audits as directed.
• Prepare, process, and review insurance applications for accuracy and completeness.
• Assist with customer billing inquiries and changes.
• Assist with claims process by directing the customer to the company for direct claims reporting.
• Perform other duties as assigned.
• Participate in proactive team efforts to achieve departmental and company goals.
• Comply with current laws, regulations and bank policies and procedures.
• Report all unsafe activities to supervisor and/or Human Resources.

Skills

Organization and detail

Independent problem solving

Communication & diplomacy

Customer service & relationship

Education

Bachelor’s degree or equivalent

Property & Casualty License (KS/MO)

Life & Health License (KS/MO)

CISR/CIC or other insurance designations preferred

Job description

Role The Commercial Lines Insurance Account Manager’s role at Capitol Federal Insurance® is integral to the growth and retention of the agency’s book of commercial business.

This position acts as a point of contact for commercial lines customers and companies, assists with policy remarketing and renewals, and helps to maintain the agency’s high compliance standards.

Essential Duties & Responsibilities

• Assists Commercial Lines sales team with placing coverage.


• Explains products and services, submits applications, and processes endorsements.


• Services and maintains existing accounts including responding to customer’s requests and generating policy documents.


• Maintains accurate records for customer/company interactions in the agency management system.


• Assists with policy remarketing and premium audits at the direction of their assigned Account Executive.


• Prepares, processes, and reviews insurance applications for accuracy and completeness.


• Assists with customer billing inquiries and changes.


• Assists with claims process by directing the customer to the company for direct claims reporting.


• Perform other duties as assigned.


• Participate in proactive team efforts to achieve departmental and company goals.


• Must comply with current applicable laws, regulations and bank policies and procedures.


• Comply with all safety policies, practices and procedures.


• Report all unsafe activities to supervisor and/or Human Resources.

Experience

Minimum one to three years of similar or related experience.

Education/Certifications/Licenses

Bachelor’s degree or equivalent.
Currently possess or must obtain Kansas/Missouri Property & Casualty License and Kansas/Missouri Life & Health License. CISR, CIC or other insurance related designations are preferred. Must have a valid driver’s license.

Skills

A high level of organization and attention to detail is required. Must be able to work independently and problem solve complex coverage placement and issues with minimal supervision. A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

About Us

CapFed® is an equal opportunity employer. About Us - At Capitol Federal® we know a great company starts with great people. Together, we can shape the future of banking in the Midwest. Since 1893, Capitol Federal has remained steadfast in our philosophy of Safety in Savings, Sounds Lending Policies, Quality Customer Service and Commitment to Community. By building strong relationships with customers and relying on our core philosophies, we’ve developed a positive work environment that focuses on superior service to our customers and delivering opportunities for our employees to grow and succeed.