Insurance Account Manager

Posted 2 Days Ago
Be an Early Applicant
Sioux Falls, SD, USA
In-Office
Junior
Fintech • Software • Financial Services
The Role
Manage and grow customer relationships by providing prompt service, handling policy changes, conducting policy reviews, identifying product needs, and resolving moderate to complex customer situations while maintaining agency management systems and meeting agency goals.
Summary Generated by Built In

Job Summary
We are 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. Detail oriented with the ability to multi-task.

Essential Functions
Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.

  • 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

Other Functions

  • Other duties as assigned

Education & Experience

  • 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; communication proficiency
  • 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

 

We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: 

  • Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
  • Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
  • Health Savings Account
  • Life Insurance for the employee and family
  • Paid Vacation and Sick Time
  • Retirement Plan Options
  • Additional Perks and Benefits
Qualifications Experience Preferred Insurance experience 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.

Skills Required

  • 2+ years insurance experience
  • Current Property & Casualty Insurance license
  • Life & Health Insurance license
  • Commitment to professional and ethical behavior
  • Effective verbal and written communication skills
  • Ability to use tact, diplomacy, and professionalism with customers and co-workers
  • High importance placed on excellent customer service
  • Self-starter; highly motivated
  • Detail-oriented with 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
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The Company
HQ: Aberdeen, South Dakota
411 Employees
Year Founded: 1963

What We Do

As a state-chartered bank, Dacotah Bank provides banking, insurance, mortgage, and trust services to customers who enjoy existing financial relationships with us. We also market these services to prospective customers residing in or doing business from our defined trade area. Dacotah Bank's trade area includes all of North Dakota; all of South Dakota; the following counties in western Minnesota: Becker, Big Stone, Chippewa, Clay, Clearwater, Cottonwood, Douglas, Grant, Jackson, Kandiyohi, Kittson, Lac qui Parle, Lincoln, Lyon, Mahnomen, Marshall, Murray, Nobles, Norman, Otter Tail, Pennington, Pipestone, Polk, Pope, Red Lake, Redwood, Renville, Rock, Stevens, Swift, Traverse, Wilkin and Yellow Medicine; the following counties in Iowa: Lyon and Osceola; and the counties in Montana, Wyoming and Nebraska that are adjacent to North Dakota and South Dakota. On November 10, 2004, employees, stockholders, and customers observed the 40th Anniversary of Dacotah Banks, Inc. (DBI). That same year, the Aberdeen-based bank holding company, owner of a family of community banks and insurance agencies, passed the $1 billion assets mark. Today, the company's banking assets exceed $2 billion. With locations in dozens of hometowns in North Dakota, South Dakota, and Minnesota, the firm employs over 500 employees and serves over 60,000 customers, Dacotah Bank is also one of America’s largest lenders to agriculture and consistently ranks in the top 20.

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