Personal Lines Account Executive I

First Western Bank & Trust • Minot, ND

11d • Onsite

About The Position

First Western Bank has a full-time opening for a Personal Lines Account Executive I at either our Bismarck or Minot locations. This role is responsible for processing personal lines and claims policy work while developing a positive and professional relationship with insureds.

Requirements

• Minimum 2 years’ experience in office/clerical work
• High School Diploma or GED Required
• 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.

Nice To Haves

• Property/Casualty Insurance Experience preferred
• Property/Casualty Insurance License preferred

Responsibilities

• Assist personal lines agent with processing and servicing assigned customer accounts, including, but not limited to, endorsements, renewals, insurance verification, billing questions, and payments
• Assist claims administrator with proper handling of insurance claim documentation between insured, claimant, and insurance company
• Update insured’s file with accurate information in the agency management system
• Scan policy information into transactional activity files
• Maintain knowledge of company manual resources and company websites
• Maintain positive and professional working relationships to develop future sales potential and retain current insureds
• Ensure compliance with related laws and regulations, including Bank Secrecy Act
• Maintain continuing education related to regulatory standards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED