Personal Lines Account Manager

2 months ago


De Soto, United States First State Community Bank Full time
Job Details

Job Location
Desoto, FSIA - DeSoto, MO

Position Type
Full Time

Job Shift
Day

Job Category
Insurance

Description

Personal Lines Account Manager

First State Insurance Agency Company Info

First State Insurance Agency is a subsidiary of First State Bancshares. This means we have a whole family of support and a large backing. We are a growing insurance and financial services organization serving most states across the nation. Our home office is in Farmington, MO with numerous locations throughout Missouri.

Make a Positive Impact

We are looking for a Personal Lines Account Manager focused on building relationships through amazing service and communication skills. Must have a passion for helping customers become educated when making insurance-buying decisions. The key to this position is a strong working relationship with the producers.

Responsibilities in Accordance with Our Corporate Values

Professionalism
  • Build Customer relationships with a sense of responsiveness and sense of urgency.
  • Maintain confidentiality in all dealings with clients and within the agency
  • Coordinate with other departments for soliciting additional coverage not carried by the agency
Accountability
  • Deliver "Renewal Information" to producers and account manager on a timely basis (30 days prior to renewal)
  • Assist Senior AM in reviewing and updating all monthly reports distributed by accounting
Initiative
  • Review and analyze existing coverages on expiring policies to determine unprotected or inadequately protected exposures
  • Work with producer to prepare updated applications and submit to carriers for marketing for both new business and renewals as instructed
  • Provide direction to CSR on the preparation of policies for delivery per instruction from Producer or Senior AM+
  • Document all transactions, activities and communications in management system
Adaptability
  • Handle customer and underwriting inquiries. Notify producer of important changes/issues and determine with producer if you or the producer should communicate or obtain needed information with/from a client or underwriter
  • Obtain and review information concerning coverages desired from producers and clients on renewal. Provide direction to CSR if needed to key into management system
What You Can Expect
  • Competitive pay and benefits package - with variable compensation program based on team performance
  • 401(k) with generous employer match benefit
  • Helpful, qualified, and available leadership
  • A caring, stable work environment
Qualifications
  • Strong computer skills showing proficiency in Microsoft Office
  • 3 to 4years' industry specific experience preferred
  • Willingness to pass/maintain Commercial Lines Insurance License
  • Insurance designations a plus: CISR, CIC, CPCU, CLU, etc.
  • Exceptional written and verbal communication and customer service skills
  • Strong sense of punctuality & attendance
  • Should be open-minded, a fast learner, enthusiastic, and adaptable


Qualifications

Additional Information

Being a First Stater . . .
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.

Do you have what it takes to be a First Stater?

Make a Difference - Apply Now

First State Bancshares Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.

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