Personal & Ag Lines Insurance Associate

Bravera; Watford City (ND); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Incentive compensation opportunities

Retirement plan with company match

Health insurance

Paid holidays

PTO

Volunteer time

Stock opportunities

Job summary

Bravera is hiring a Personal & Ag Lines Insurance Associate in Watford City, ND. The role supports Personal and Ag Lines Advisors and Account Executives in retention, service, and account development, while presenting Bravera products to clients.

Primary duties include educating clients on coverage, processing changes, handling renewals, and assisting with claims. A strong emphasis on confidentiality, professionalism, and community engagement is required.

Qualifications

• Minimum three years customer service experience.
• PC proficiency in Windows environment (Word/Excel/Outlook).
• High school diploma or equivalent; post-secondary education preferred.

Responsibilities

• Educate clients about coverage, exclusions, and exposures.
• Service Bravera Personal and Ag Lines accounts with accuracy.
• Assist in changes to coverage and process claims with carriers.
• Maintain electronic files and document conversations in the system.
• Support renewal procedures and remarketing where applicable.
• Identify cross-sell opportunities and promote Bravera products.

Skills

Customer service

Communication

Problem solving

Adaptability

Driving

Education

High school diploma or equivalent

Post-secondary education preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Bravera is hiring for a Personal & Ag Lines Insurance Associate in Watford City, ND. This position is responsible for aiding Personal and Ag Lines Advisors and Account Executives in the retention, service, account development and product/service presentation to clients. Primary responsibility is to provide department assistance and customer service while working towards proficiency on Bravera practices, processes, and procedures.

MEASURES OF SUCCESS:

• Provide department assistance while aiding Bravera Advisors and Account Executives.
• Build a proficient knowledge of Bravera practices, processes, and procedures.

DUTIES AND RESPONSIBILITIES:

• Understand and educate existing clients about coverage, exclusions, and exposures.
• Work with Bravera Personal and Ag Lines Advisors, Account Executives, and customers to service Bravera Insurance customer accounts.
• Assists clients in making appropriate coverage changes.
• Maintains agency electronic files accurately and consistently; processes all incoming requests accurately and timely. Document all conversations in the management system.
• Performs efficient rating with carriers site quoting as applicable. Follows up in a timely manner.
• Follows agency workflows and procedures.
• Assists clients in submission of claims to carrier.
• Responsible for following renewal procedures for coverage analysis, review, and remarketing, if applicable.
• Actively refers clients to other departments or entities for solicitation. Makes each contact a marketing opportunity.
• Keeps current on carriers, product knowledge and trends in the marketplace.
• Utilizes ancillary insurance products.
• Will review endorsements, claims, audit information, etc. as referred from Account Technician in an efficient manner.
• Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations.
• Will ensure all applications and documents required by carriers are completed accurately and efficiently.
• Responsible for consistently collecting payments from all customers. Will input account data into the system as required. Will communicate company expectations regarding payments and cancellations to all customers.
• Ensures compliance with all relevant laws and regulations.
• Communicates and has established working relationships with Bravera Insurance companies and carriers.
• Assists or completes other tasks as directed by agency management.
• Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
• Active participant in Business Development meetings and activities across all Bravera companies
• Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
• Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holding Co.
• Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
• Valid Resident Insurance License within 45 days of employment.
• High School Diploma or equivalent with post-secondary education preferred.
• Minimum three years customer service experience OR an acceptable combination of education and experience.
• Ability to work in a fast-paced environment with ever-changing priorities.
• PC proficiency in a windows environment required, including Word, Excel, and Outlook.
• Demonstrates strong influencing skills that contribute to new client relationships.
• Independently performs all job duties without sales direction.
• Proficiency in keyboarding.
• Analytical thinking and problem-solving skills.
• Professional communication both verbally and written.
• Will be required to drive a company vehicle with some overnight travel required. Must maintain a clear driving record in order to maintain coverage under Bravera's vehicle insurance provider.

LOCATION:

Watford City, ND

Bravera is an employee- and director-owned company that is committed to helping our employees forge new paths in their careers. We encourage innovation and collaboration to drive the growth of our organization and our people. To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development and our team members, offering training opportunities and tuition reimbursement.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.