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Business Development Representative

2 months ago

Waite Park, Minnesota, United States First Western Bank & Trust Full time
Job Description

Overview

As a Commercial Account Executive at First Western Bank & Trust, you will be responsible for retaining and servicing a portfolio of small business commercial lines accounts. You will act as a trusted advisor to clients, ensuring their coverage needs are met and delivered in a timely manner.

Key Responsibilities

  • Assist with the day-to-day needs of assigned small business accounts, including policy changes, invoicing, and coverage reviews.
  • Maintain appropriate coverage for small business clients by identifying gaps and offering solutions.
  • Provide prompt and 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 clients in advance of the effective date.
  • Build strong, positive working relationships with clients, carriers, and colleagues.
  • Contribute to the agency's growth through cross-selling and upselling within the existing book of business.
  • Follow established workflows and maintain accurate records.
  • Ensure compliance with related laws and regulations, including the Bank Secrecy Act.
  • Maintain continuing education related to regulatory standards.

Requirements

  • High School Diploma or GED required.
  • Two years of commercial insurance experience preferred.
  • Property & Casualty license required or willingness to obtain.

Equal Opportunity Employer

First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.