Insurance Account Manager
Dacotah Bank
Job Title
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
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