Apply on Employer Site

Bank Midwest · 2 weeks ago

Insurance Commercial Lines Account Manager

Spirit Lake, IA

Full-time

Onsite

New Grad, Entry Level

Bank Midwest is seeking a full-time Insurance Commercial Lines Account Manager in their new Spirit Lake facility. This role involves working closely with producers and customers to provide excellent customer service and maintain strong business relationships with external vendors.

BankingFinancial Services

Responsibilities

Work closely with agent to produce new accounts and retention of existing commercial accounts

Provide prompt, efficient, high quality service to designated accounts in support of producer and agency activities

Work with companies to market commercial account renewals

Gather policy information as needed for renewals, changes, and quotations

Maintain strong business relationships with external vendors, including underwriting, claims, and accounting staff of the insurance carriers represented by Bank Midwest Insurance Services

Working knowledge of the agency's core systems; EPIC and insurance carrier sites

Respond to customer needs by handling calls, customer contact and documentation within management system, along with producing binders, certificates, and/or related items; verify accuracy

Qualification

Licensing in Property/CasualtyLicensing in Life/HealthEPIC system knowledgeCustomer service focusPC skillsVerbal communicationWritten communicationAttention to detailTeamwork