COMMERCIAL ACCOUNT EXECUTIVE

First Western Bank & Trust•Minneapolis, MN

About The Position

First Western Bank is currently looking for a full-time Insurance Commercial Account Executive at our Waite Park, MN location. The pay range for this position is $56,500 to $80,000 annually. Pay is based on several factors which vary according to position. Factors may include: educational and professional background, work experience, and overall qualifications. First Western Bank & Trust cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation. Insurance Commercial Account Executive Overview Responsible for retention and service of an assigned book of Small Business Commercial Lines accounts; manage client relationships on a day-to-day basis, acting as a trusted advisor to clients; and ensure a smooth renewal, making sure coverage needs are met and delivered to clients in a timely manner.

Requirements

High School Diploma or GED Required
Minimum 2 years commercial insurance experience
Property & Casualty license required
Demonstrated knowledge of commercial underwriting and coverage
Knowledge of carrier rating systems

Responsibilities

Manage the day-to-day needs of an assigned book of small business accounts, including policy changes, invoicing and coverage review
Write and deliver insurance and bond products
Obtain all information needed for rating and issuance of proposals
Maintain appropriate coverage for business clients by identifying any gaps and offering solutions
Provide prompt, accurate feedback to client inquiries
Understand clients’ operations and provide coverage advice and solutions for changing needs
Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date
Make sales in accordance with agency goals and direction
Marketing to include online rating and/or completing and submitting applications
Build strong, positive working relationships with clients, carriers and co-workers
Contribute to the agency’s growth through cross-selling and upselling within the existing book of business
Follow established workflows and maintain accurate records