Insurance Account Manager — Relationship & Service Lead

DACOTAH BANK; Sioux Falls (SD); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Health Savings Account

Life Insurance

Paid Vacation and Sick Time

Retirement Plan

Job summary

Dacotah Bank Insurance is seeking an individual to enhance customer relationships and build trust with an outgoing personality. A team player that will help achieve the goals of Dacotah Insurance through sales, service, and relationship building.

This on-site full-time role requires 2+ years insurance experience, active Property & Casualty license, and strong communication skills. You will assist customers with policy changes, conduct reviews, and support the agency team to meet performance

Qualifications

• 2+ years insurance experience
• Current Property & Casualty Insurance license
• Life & Health Insurance license preferred
• A commitment to professional and ethical behavior
• Effective verbal and written communication skills
• Demonstrated ability to use tact, diplomacy, and professionalism when dealing with customers and co-workers
• High importance placed on excellent customer service
• A self-starter, one who is highly motivated
• Detail-oriented, thorough with a focus on accuracy
• Analytical, time management, and problem-solving abilities
• Strong interpersonal and Relationship Skills
• Aptitude and willingness to learn various software applications relevant to this position

Responsibilities

• Provide prompt and courteous customer service
• Assist customers with policy changes
• Consistent utilization of technologies
• Provide an elevated customer experience; relationship building
• Identify customer needs and propose appropriate products and services
• Engage with policyholders through policy reviews and servicing existing accounts
• Independently handles moderate to complex customer situations
• Educate customers utilizing a customer focus needs-based process
• Maintain agency management system
• Provide support to team members to reach agency performance goals
• Maintain a strong and positive work ethic and total commitment to success daily
• Participate in educational opportunities to stay informed of industry developments

Skills

Customer service

Sales

Communication

Team player

Education

Property & Casualty Insurance license

Life & Health Insurance license (preferred)

Job description

Dacotah Bank Insurance is seeking an individual to enhance customer relationships and build trust with an outgoing personality. A team player that will help achieve the goals of Dacotah Insurance through sales, service, and relationship building.

This on-site full-time role requires 2+ years insurance experience, active Property & Casualty license, and strong communication skills. You will assist customers with policy changes, conduct reviews, and support the agency team to meet performance