Dacotah Banks, Inc. is an equal opportunity employer.
Job Title: Account Manager
FLSA Status: Non Exempt
Job Grade: Level 1—6; Level 2—7 & 8; Level 3 – 9
Report to: Insurance Operations Manager
To provide prompt, accurate, courteous service to clients, producers and insurance carrier personnel.
Assists Clients in making appropriate coverage changes and to review each contact as a marketing opportunity, to cross sell additional policy lines and coverage.
Survey walk in and call in prospects to determine insurance needs, inspecting current insurance policies, and completing agency checklist. .
Inform and educate clients about coverage, exclusions and exposures, documenting all conversations in the agency management system.
Provide technical support to Producers to help clients and reach agency’s performance goals.
Prepare proposals and applications for new business at the direction of the producer and marketer per agency procedures.
Assist in marketing new and renewal business, determine premiums, prepare presentation and maintain underwriting and marketing information according to agency standards and at the direction of the producer and marketer.
Review all applications, policies, endorsements and audits for accuracy.
Explains audit procedures to clients and reviews interim reports for accuracy and coverages.
Receive phone calls and correspondence from clients and carriers regarding insurance, claims or administrative requests and complies with the request promptly and/or refer to the producer when necessary.
Seeks referrals from clients directs them to the sales manager.
Prepares renewal information package for producers per agency procedures.
Maintains agency files accurately and consistently in the agency management system.
Maintains a suspense system to follow up on outstanding orders, changes, correspondence, and reports and keeps all suspense items current.
Verifies accuracy of direct billed cancellations.
Invoices all premium bearing transactions.
Keep current on rates, forms and coverage changes through carrier bulletins, trade publications, seminars and training.
Performs other duties as requested and assigned by management
The computer skills necessary to perform this job successfully are an advanced knowledge of Microsoft Word, Excel and Access; familiarity with Microsoft PowerPoint.
Prefer to have someone with an associate degree in finance, accounting, or business or minimum of three years experience as customer service in automated insurance agency. Insurance licensed required or be willing to obtain license.
Basic knowledge of Excel and Word. Exceptional customer service skills as well as the ability to manage multiple tasks simultaneously and assist others as called for. Must be a self starter, motivated and be able to work independently.
Skills not required but would be a plus: The ability to lead instruction in a classroom setting.
The performance measures for this job shall be those established in the incumbent’s current Performance Planning and Appraisal Program. The Primary Accountabilities in this job description together with the incumbent’s established performance measures serve as the vocational objectives. If you are just entering this job, you and your supervisor will meet within the first two weeks of your employment to establish your performance measures for the current year.
Hardware and Software Requirements
The hardware and software required to do this job are as follows:
- Personal Computer; and
- Copy Machine, Facsimile Machine, Printer and other basic office equipment; and
- Microsoft Office Products (including Word, Excel, Visio and PowerPoint)
- Core Insurance System.
The exertion and physical requirements of this job are as follows:
- Moving objects weighing up to 25 pounds;
- Sitting at least half of the work day;
- Standing as much as 40 percent of the work day;
- Walking approximately 10 percent of the work day;
- Placing objects on and removing objects from shelves;
- Dexterity and Coordination;
- Oral and Written (including Typing) Communication; and
- Listening and Hearing.
Please indicate the position you are applying for on all correspondence.
All applicants must complete these four printable forms and mail them to us at the below address:
Dacotah Bank Employment Application
Dacotah Bank Affirmative Action
Dacotah Bank Self-Identification of Veteran Status
Dacotah Bank Self-Identification of Disability
Mail completed forms to: Human Resources, Dacotah Banks, Inc., PO Box 1496, Aberdeen, SD 57402 Or email completed forms to firstname.lastname@example.org.
Please enclose your resume when submitting the above forms.
Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.