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Client Relationship Manager I

2 months ago


Pierre, South Dakota, United States BankWest Full time
Job Overview

Position Summary:

The primary focus of this role is to oversee the ongoing management of client relationships, ensuring the retention of both new and renewing clients while collaborating with Insurance Agents to facilitate business growth initiatives.


Key Responsibilities:

  1. Serve as the initial point of contact for routine client inquiries, fostering a positive customer experience.
  2. Assist agents in managing client portfolios and acquiring knowledge about assigned accounts.
  3. Develop proficiency in the Insurance Department Management system (Epic) for accurate policy data entry.
  4. Guide clients in making necessary coverage adjustments, ensuring proper documentation is recorded in Epic.
  5. Support the maintenance of client files and the timely processing of essential insurance documents.
  6. Handle account cancellations with care, striving to retain as many accounts as possible while adhering to E&O guidelines.
  7. Utilize Epic and carrier platforms to assist in generating new business through appropriate carrier quotes.
  8. Contribute to the preparation of proposals, applications, and the collection of required signatures.
  9. Educate clients on coverage options, exclusions, and potential risks, ensuring all discussions are documented in the Insurance Department Management system (Epic).
  10. Facilitate the insurance renewal process by providing renewal packets and verifying policy accuracy.
  11. Offer quotes for additional lines of coverage to existing clients.
  12. Pursue ongoing professional development to maintain competitive knowledge of the insurance sector through training and seminars.
  13. Communicate effectively with both internal and external stakeholders to resolve policy and account-related inquiries.

Additional Responsibilities:

  1. Collaborate with team members on planning and executing assigned projects and initiatives.
  2. Engage in various committees and project teams as directed by management.
  3. Participate actively in organization-specific training and Quality Service programs.
  4. Comply with all relevant Policies and Procedures of BankWest.
  5. Engage in community involvement as encouraged.
  6. Perform other duties as assigned.

Qualifications:

Education:

A high school diploma or equivalent is required. Post-secondary education is preferred.

Must obtain a Property and Casualty license within 90 days of employment.

Complete additional insurance training to meet continuing education requirements for licenses.


Experience:

Minimum of 1 year of experience in a related field.


Skills and Competencies:

  • Exceptional organizational skills.
  • Strong self-discipline and motivation with excellent time management abilities.
  • Proficient problem-solving skills and analytical capabilities.
  • Team-oriented with a robust work ethic.
  • Ability to work independently or collaboratively under pressure, meeting deadlines and adjusting schedules as necessary.
  • Capability to manage multiple responsibilities while delivering high-quality customer service.
  • Strong interpersonal skills for effective communication with clients and colleagues.
  • Knowledge of regulatory requirements relevant to job responsibilities.
  • Familiarity with insurance terminology and documentation.
  • Proficient in using various software applications and learning new programs.
  • Adhere to Federal Privacy Standards and BankWest's electronic communication policies.
  • Contribute to BankWest's growth and market presence as a Sales Organization.