Relationship Agent II

About Us
Capital Farm Credit is the largest rural lending cooperative in Texas, serving 192 counties through nearly 70 credit offices. With over $12 billion in assets and more than 600 team members, we provide essential financial services to farmers, ranchers, rural homeowners, and agribusinesses. As part of the nationwide Farm Credit System, we are dedicated to supporting rural communities and agriculture.

Why Join Us?
We seek motivated individuals who share our core values: commitment, trust, value, and family-like respect. As a customer-owned cooperative, we align employee success with member success, offering competitive pay, growth opportunities, and a supportive environment.

Our Benefits:

• Incentive Program: Company-wide, goals-based rewards.
• Accrued Time Off: Earn 13 days of annual leave and 15 days of sick leave per year, plus enjoy 10-12 paid holidays annually.
• Retirement: 401(k) with up to 9% employer contribution/match.
• Health Coverage: Affordable medical, dental, and vision plans.
• Parental Leave: 8 weeks of paid parental leave.
• Life & Disability Insurance: Employer-paid coverage.
• Education & Wellness: Tuition reimbursement and up to $400 for wellness expenses.

At Capital Farm Credit, you'll find more than a job-you'll find purpose.

EDUCATION AND EXPERIENCE

• Bachelor's Degree in Sales, Marketing, or Business Administration.
• Four (4) or more years of experience in Ag related field with professional sales and service.
• Knowledge of MPCI, crop and hail insurance products and policies.
• Agent insurance license required.

JOB SUMMARY

• Relationship Agent II will lead the sales efforts through individual sales and joint sales calls with Relationship Managers or Credit Officers.
• Serve as the primary agent for complex and/or full-time customer segments.
• Builds and maintains positive relationships with customer base.
• Responsible for the sales and renewal of these customers.
• Respond to inquiries, provide solutions, and ensure customer satisfaction though effective communication and problem-solving skills.
• Collaborate with Insurance Services teams to reach sales goals.
• Has a defined portfolio to service and increase the net acre growth of that portfolio.

ESSENTIAL FUNCTIONS

• Serves as primary agent for insurance services policies of complex, full-time producers. Including gathering acreage reports and production histories.
• Provides servicing to hail policies and supplemental insurance products. Responsible for sales production of Multi-Peril (MP), crop hail and supplemental insurance products to customer and non-customer prospects.
• Represents the Association at industry and other ag related events.
• Responsible for providing referrals to other members of the Association sales teams.
• Develops proposals for one-on-one sales calls with customer or prospects, utilizing financial information gathered independently and from recommendations of Relationship Managers, Credit Officers, and CommAg.
• Utilizes Association's sales tools, techniques, and systems to effectively complete, track, and document sales and customer transactions.
• Assists with organizing and coordinating insurance marketing programs within assigned marketing areas.
• Process insurance forms from multiple insurance vendors for multi-peril, crop hail and supplemental products utilizing insurance company software, as well as internal processing software.
• Enters acreage reports utilizing insurance company software according to underwriting requirements and current processes and procedures if appropriate.
• Verifies correct application of underwriting and actuarial calculations by insurance company software.
• Reports loss claims for assigned portfolio, serves as a point of contact for policy changes, and enters information online with AIP system when appropriate.
• Partners with Insurance Customer Service Specialist and insurance company personnel regarding applications of complex insurance rules for specific customer insurance policy situations.
• Verifies electronic insurance documents reflect current information and through use of insurance website reports and other resources to ensure accurate reporting to meet deadlines.
• Works with Insurance services group team members and/or AIP company personnel directly to provide problem resolution with customer.
• OTHER DUTIES: Develops and maintains a working relationship with insurance vendor representatives to improve sales and service to regional offices and customers.
• Utilize multiple insurance company and government websites to obtain general information and to monitor progress regarding specific policies.

REQUIRED SKILLS

• Fundamental understanding of MPCI and crop hail sales and policy administration.
• Knowledge of the Associations' loan products.
• Ability to work independently with supervision and direction.
• Ability to handle confidential materials.
• High level of accuracy and attention to detail.
• Strong human relations, written and oral communication skills.
• Effective conflict resolution skills.
• Ability to initiate, organize and prioritize work.
• Knowledge of Association insurance policies, procedures, standards, and guidelines required.
• Ability to work in a collaborative team environment and support the Associations' mission, vision, and core values.

DISCLAIMER

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at View email address on click.appcast.io and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO - Know Your Rights and Pay Transparency Statement.

Applicants should personally complete and submit their application materials. Submissions generated through automated tools or third-party mass application services may not be reviewed.

Equal Opportunity Statement
Capital Farm Credit is committed to creating a diverse and inclusive workplace. The position title and requirements may be adjusted based on the candidate's experience and qualifications. We welcome applicants of all backgrounds and do not discriminate based on race, color, gender, religion, national origin, disability, veteran status, or any other protected status. A full job description is available upon request. Candidates selected for hire will be required to complete a background check, including criminal history, education verification, and employment verification. A credit check will be required for roles that require NMLS registration.