Personal Lines Account Executive I: Client Service & Claims

First Western Bank & Trust; Bismarck (ND); On-site; USD 40,000 - 65,000; Full time

Job summary

First Western Bank & Trust in Bismarck ND seeks a Personal Lines Account Executive I to support personal lines policy processing and service, while building strong relationships with insured clients. The role involves assisting agents with endorsements, renewals, billing questions, payments, and insurance verifications; maintaining files in the agency system; and ensuring accurate document handling.

Candidates should have at least two years of clerical experience, and ideally property/casualty

Qualifications

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

Responsibilities

• 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

Skills

Relationship building

Communication

Customer focus

Detail oriented

Emotional intelligence

Interpersonal skills

Teamwork

Willingness to learn

Technology proficiency

Education

High School Diploma or GED

Tools

Microsoft Office

Publisher

PowerPoint

Word

Excel

Outlook

Job description

First Western Bank & Trust in Bismarck ND seeks a Personal Lines Account Executive I to support personal lines policy processing and service, while building strong relationships with insured clients. The role involves assisting agents with endorsements, renewals, billing questions, payments, and insurance verifications; maintaining files in the agency system; and ensuring accurate document handling.

Candidates should have at least two years of clerical experience, and ideally property/casualty