Bravera · 2 months ago
Farm/Personal Account Executive
Carrington, North Dakota, United States
Full-time
Onsite
Mid Level
3+ years expBravera is an employee- and director-owned company seeking a Farm/Personal Account Executive in Carrington, ND. The role involves providing customer service, retention, account development, and cross-selling products and services to clients.
BankingFinancial ServicesLendingWealth Management
Responsibilities
Informs and educates clients about coverages, exclusions and exposures to create an insurance plan tailored for them
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 automation system
Performs online rating with companies or submits to carriers for rating. Follows up in a timely manner
Follows agency workflows and procedures
Assists clients in submission of claims to carrier
Responsible for coverage analysis, renewal review and re-marketing
Actively refers clients to other departments for solicitation. Makes each contact a marketing opportunity
Keeps current on carriers, product knowledge and trends in the marketplace
Utilizes 3rd party insurance products
Will review endorsements, claims, audit information, etc. as referred from Account Technician in an efficient manner
Consistently achieves 95%+ retention of assigned book of business
Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations
Respond to referrals, walk-ins, and phone call requests for new quotes for Bravera Insurance
Will assure all applications and on-line documents required by carriers are completed accurately and efficiently
Will provide a complete risk review for each prospective customer regarding exposure and will follow up on all proposals to assure adequate coverage is provided
Responsible to consistently collect deposits/payments from all customers. Will input account data into 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 relationship with Bravera Insurance’s 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
Qualification
Required
Valid resident insurance license within 90 days of accepting position
Bachelor's degree in accounting, business administration, or other related field
Minimum three years related 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
Benefits
Competitive salary
Incentive compensation opportunities
Retirement plan with company match
Health insurance
Paid holidays
Paid time off (PTO)
Paid community volunteer time
Stock opportunities
Training opportunities
Tuition reimbursement
Company
Bravera
We are Bravera, an employee- and director-owned company of advisors who help build the financial strength, stability and growth of every community to which we belong.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brennan Quintus
Insurance President/CEO
Russell D Schank
Sr. Vice President & Chief Investment Officer
Company data provided by crunchbase