Insurance Accounts Manager — Client Retention & Growth

BankWest; Rapid City (SD); Presencial; USD 40 000 - 55 000; Tempo integral

Resumo da oferta

A banking institution is seeking an employee for a customer service role focused on supporting insurance agents in managing client accounts efficiently. Responsibilities include handling inquiries, maintaining customer records in the management system, and assisting clients with policy changes. Ideal candidates should have a high school diploma, relevant certifications, and at least 2 years of experience in a related field. This role also emphasizes strong organizational skills and teamwork.

Qualificações

• Must obtain a Property and Casualty License within the first 6 months.
• Maintain continuing education requirements for license.
• 2 years of experience in a related field.

Responsabilidades

• Acts as first point of contact for customer requests.
• Supports agents in servicing client accounts.
• Assists clients with coverage changes and documentation.

Conhecimentos

High level of organization ability

Solution driven problem solving

Strong interpersonal skills

Formação académica

High School Diploma or equivalent

Post-Secondary education preferred

CISR designation or willingness to obtain

Ferramentas

Epic Insurance Management System

Various application software

Descrição da oferta de emprego

A banking institution is seeking an employee for a customer service role focused on supporting insurance agents in managing client accounts efficiently. Responsibilities include handling inquiries, maintaining customer records in the management system, and assisting clients with policy changes. Ideal candidates should have a high school diploma, relevant certifications, and at least 2 years of experience in a related field. This role also emphasizes strong organizational skills and teamwork.