Personal Lines Account Executive I

First Western Bank & Trust; Bismarck (ND); On-site; USD 38,000 - 52,000; Full time

Job summary

First Western Bank & Trust in Bismarck Downtown Bank seeks a Personal Lines Account Executive I to join our team full-time. The role handles personal lines and claims paperwork while building positive relationships with insured customers.

Responsibilities include assisting with endorsements, renewals, billing questions, and payments; handling claim documentation; maintaining accurate files in the agency system; and ensuring compliance with applicable laws, including Bank Secrecy Act.

Qualifications

• Property/Casualty insurance experience preferred.
• Insurance license preferred.
• High school diploma or GED required.
• Experience in office/clerical work is expected.

Responsibilities

• Assist personal lines agent with processing and servicing assigned customer accounts, including endorsements, renewals, billing questions, and payments.
• Assist claims administrator with proper handling of insurance claim documentation between insured, claimant, and insurer.
• Update insured's file with accurate information in the agency management system.
• Scan policy information into transactional activity files.
• Maintain knowledge of company manual resources and company websites.
• Maintain positive relationships to develop sales potential and retain insureds.
• Ensure compliance with laws and Bank Secrecy Act regulations.
• Maintain continuing education related to regulatory standards.

Skills

Building Relationships

Communication

Customer Focus

Detail Oriented

Emotional Intelligence

Interpersonal Skills

Teamwork

Willingness to Learn

Technology

Education

High School Diploma or GED

Property/Casualty Insurance License preferred

Tools

Microsoft Publisher

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Microsoft Outlook

Social media platforms

Job description

Job Description

Job Description

First Western Bank has a full-time opening for a Personal Lines Account Executive I at our Bismarck Downtown Bank.

PERSONAL LINES ACCOUNT EXECUTIVE I POSITION OVERVIEW: ****

Responsible for processing personal lines and claims policy work while developing a positive and professional relationship with insureds.

• Assist personal lines agent with processing and servicing assigned customer accounts, including, but not limited to, endorsements, renewals, insurance verification, billing questions, and payments
• Assist claims administrator with proper handling of insurance claim documentation between insured, claimant, and insurance company
• Update insured's file with accurate information in the agency management system
• Scan policy information into transactional activity files
• Maintain knowledge of company manual resources and company websites
• Maintain positive and professional working relationships to develop future sales potential and retain current insureds
• Ensure compliance with related laws and regulations, including Bank Secrecy Act
• Maintain continuing education related to regulatory standards

PERSONAL LINES ACCOUNT EXECUTIVE I EDUCATION AND/OR EXPERIENCE:

• Property/Casualty Insurance Experience preferred
• Property/Casualty Insurance License preferred
• Minimum 2 years' experience in office/clerical work
• High School Diploma or GED Required

PERSONAL LINES ACCOUNT EXECUTIVE I SKILLS/ABILITIES:

• Building Relationships - able to grow and maintain strong long-term customer relationships.
• Communication - excellent written and verbal communication skills to clearly convey information to diverse audiences.
• Customer Focus - able to understand customer needs and promote the value of the bank's products and services.
• Detail Oriented - able to complete assigned work thoroughly and accurately.
• Emotional Intelligence - can navigate difficult situations with empathy and understanding, fostering positive relationships.
• Interpersonal Skills - can communicate and interact with others in a way that promotes mutual respect and trust.
• Teamwork - proven ability to work collaboratively in a team environment to achieve common goals.
• Willingness to Learn - open to new ideas, seeks opportunities to expand knowledge and skills, actively participates in training programs, and seeks feedback to enhance performance.
• Technology - skilled in Microsoft Office (Publisher, Power Point, Word, Excel, Outlook), and social media platforms.

First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.