Insurance Account Manager

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