First Western Bank · 12 hours ago
COMMERCIAL ACCOUNT EXECUTIVE
Waite Park, MN
Full-time
Onsite
Entry, Mid Level
$56K/yr - $80K/yr
2+ years expFirst Western Bank & Trust is looking for a full-time Insurance Commercial Account Executive to manage client relationships and ensure smooth renewals for small business commercial lines accounts. The role involves retention, service, and providing coverage advice to clients while contributing to the agency's growth through cross-selling and upselling.
BankingFinanceFinancial Services
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
Qualification
Required
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
Building Relationships – able to grow and maintain strong long-term customer relationships
Communication – excellent written and verbal communication skills to clearly convey information to diverse audiences
Customer Focus – able to understand customer needs and promote the value of the bank's products and services
Detail Oriented – able to complete assigned work thoroughly and accurately
Emotional Intelligence – can navigate difficult situations with empathy and understanding, fostering positive relationships
Interpersonal Skills – can communicate and interact with others in a way that promotes mutual respect and trust
Teamwork – proven ability to work collaboratively in a team environment to achieve common goals
Willingness to Learn – open to new ideas, seeks opportunities to expand knowledge and skills, actively participates in training programs, and seeks feedback to enhance performance
Technology - skilled in Microsoft Office (Publisher, Power Point, Word, Excel, Outlook), and social media platforms
Benefits
Comprehensive health benefits and programs
Insurance for medical, vision, dental, and more
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
Vacation
Company
First Western Bank
First Western Bank strives to be the premier bank and financial service provider in the communities we serve by building strong customer relationships, providing great customer service, offering diverse financial products and maintaining knowledgeable, friendly professional employees.
201-500 employees
H1B Sponsorship
First Western Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Growth StageLeadership Team
Amy Makeeff
Chief Credit Officer
Jack Nicholson
Assistant Chief Credit Officer
Company data provided by crunchbase