CorTrust Bank · 10 hours ago
Client Retention Account Manager- Mitchell (Full Time)
Mitchell Corn Palace, Mitchell, SD, US
Full-time
Onsite
Mid LevelCorTrust Bank is a leading community bank in Eastern South Dakota, and they are seeking a full-time Client Retention Account Manager for personal lines. This position focuses on providing exceptional customer service, managing client accounts, and ensuring retention of existing client accounts through effective policy management and administrative support.
BankingFinanceFinancial ServicesPersonal Finance
Responsibilities
Provide exceptional customer service while responding to calls, emails, and in-person inquiries
Collaborate with internal and external business partners to ensure all insurance and financial needs are met
Demonstrate dependability and flexibility, responding to support requests promptly
Provide quotes, issue policies, and negotiate policy terms and conditions
Review and process new applications, renewals, and endorsements
Maintain working relationships with insurance company underwriters and act as a underwriter for the independent insurance companies represented as necessary
Determine terms and conditions of insurance coverage based on account risk analysis
Perform all tasks with a focus on retention of client accounts
Accurately and efficiently process system data, process policy transactions, and retain detailed transaction records
Adhere to all Company and Insurer policies and procedures
Maintain working knowledge of insurance and specialty lines
Respond positively and efficiently to other duties, responsibilities, and activities as assigned
Qualification
Required
Must have or be willing to obtain the appropriate insurance licensure in the State of South Dakota
Demonstrate dependability and flexibility, responding to support requests promptly
Provide exceptional customer service while responding to calls, emails, and in-person inquiries
Collaborate with internal and external business partners to ensure all insurance and financial needs are met
Accurately and efficiently process system data, process policy transactions, and retain detailed transaction records
Adhere to all Company and Insurer policies and procedures
Maintain working knowledge of insurance and specialty lines
Respond positively and efficiently to other duties, responsibilities, and activities as assigned
Possess a combination of education and experience to be able to perform the primary duties of this position with little supervision
Manage multiple projects simultaneously
Adapt easily to system, process, product, and service changes
Reason, problem solve and think critically
Demonstrate a high level of integrity, personal diplomacy, and respect
Abide by all Company policies, procedures, and insurance regulations
Preferred
Knowledge of insurance regulations and industry workflow
Benefits
401k with employer match
Employee Stock Ownership Plan
Insurance coverage options
Paid time off
Service awards
Community service opportunities
Employee Assistance Program
Stable work environment
Company
CorTrust Bank
CorTrust Bank operates as a banking corporation serving the needs of individuals and businesses.
Founded in 1930
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$9.32M2018-08-29Series Unknown· $9.32M
Recent News
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