Client Retention Account Manager- Mitchell (Full Time)

CorTrust Bank•Mitchell, SD

About The Position

CorInsurance is a group of independent insurance agencies within CorTrust Bank N.A. throughout Eastern South Dakota, committed to delivering high quality customer service and to the principles of integrity and professionalism that meet the insurance needs of our valued clients with goal of exceeding their expectations. CorInsurance is seeking a full-time Client Retention Account Manager for personal lines in our Mitchell community! It's more than just a job! When you join one of the region's leading community banks, you can expect a family atmosphere committed to building outstanding teams. We believe in the overall well-being of our employees and work hard to provide the best opportunities for growth. We're proud to offer a competitive compensation package that includes perks like a 401k with employer match, Employee Stock Ownership Plan, insurance coverage options, paid time off, service awards, community service opportunities, an Employee Assistance Program, and a stable work environment. Summary: The CorInsurance Client Retention Account Manager directly supports our customers and front-line insurance operations by providing new and existing customers with an exceptional insurance experience. This position focuses on client accounts and personal lines that are managed by the main office rather than by a specific insurance agent. They assist with general and administrative functions, policy management, and processing of policy transactions, while focusing on retention of existing client accounts.

Requirements

The ideal candidate for the Account Manager possesses a combination of education and experience to be able to perform the primary duties of this position with little supervision, managing multiple projects simultaneously.
They adapt easily to system, process, product, and service changes, and are able to reason, problem solve and think critically.
They must demonstrate a high level of integrity, personal diplomacy, and respect.
Must be able and willing to abide by all Company policies, procedures, and insurance regulations.
Must have or be willing to obtain the appropriate insurance licensure in the State of South Dakota, and training will be provided for candidates whose skills and experience align with our other required competencies.

Nice To Haves

Knowledge of insurance regulations and industry workflow is a plus but isn’t required.

Responsibilities

Provide exceptional customer service while responding to calls, emails, and in-person inquiries.
Collaborate with internal and external business partners to ensure all insurance and financial needs are met.
Demonstrate dependability and flexibility, responding to support requests promptly.
Provide quotes, issue policies, and negotiate policy terms and conditions.
Review and process new applications, renewals, and endorsements.
Maintain working relationships with insurance company underwriters and act as a underwriter for the independent insurance companies represented as necessary.
Determine terms and conditions of insurance coverage based on account risk analysis.
Perform all tasks with a focus on retention of client accounts.
Accurately and efficiently process system data, process policy transactions, and retain detailed transaction records.
Adhere to all Company and Insurer policies and procedures.
Maintain working knowledge of insurance and specialty lines.
Respond positively and efficiently to other duties, responsibilities, and activities as assigned.