Relationship Agent II

Capital Farm Credit • Brownfield, TX

7d • Onsite

About The Position

Relationship Agent II will lead the sales efforts through individual sales and joint sales calls with Relationship Managers or Credit Officers. Serve as the primary agent for complex and/or full-time customer segments. Builds and maintains positive relationships with customer base. Responsible for the sales and renewal of these customers. Respond to inquiries, provide solutions, and ensure customer satisfaction though effective communication and problem-solving skills. Collaborate with Insurance Services teams to reach sales goals. Has a defined portfolio to service and increase the net acre growth of that portfolio.

Requirements

• Bachelor’s Degree in Sales, Marketing, or Business Administration.
• Four (4) or more years of experience in Ag related field with professional sales and service.
• Knowledge of MPCI, crop and hail insurance products and policies.
• Agent insurance license required.
• Fundamental understanding of MPCI and crop hail sales and policy administration.
• Knowledge of the Associations’ loan products.
• Ability to work independently with supervision and direction.
• Ability to handle confidential materials.
• High level of accuracy and attention to detail.
• Strong human relations, written and oral communication skills.
• Effective conflict resolution skills.
• Ability to initiate, organize and prioritize work.
• Knowledge of Association insurance policies, procedures, standards, and guidelines required.
• Ability to work in a collaborative team environment and support the Associations’ mission, vision, and core values.

Responsibilities

• Serves as primary agent for insurance services policies of complex, full-time producers. Including gathering acreage reports and production histories.
• Provides servicing to hail policies and supplemental insurance products. Responsible for sales production of Multi-Peril (MP), crop hail and supplemental insurance products to customer and non-customer prospects.
• Represents the Association at industry and other ag related events.
• Responsible for providing referrals to other members of the Association sales teams.
• Develops proposals for one-on-one sales calls with customer or prospects, utilizing financial information gathered independently and from recommendations of Relationship Managers, Credit Officers, and CommAg.
• Utilizes Association’s sales tools, techniques, and systems to effectively complete, track, and document sales and customer transactions.
• Assists with organizing and coordinating insurance marketing programs within assigned marketing areas.
• Process insurance forms from multiple insurance vendors for multi-peril, crop hail and supplemental products utilizing insurance company software, as well as internal processing software.
• Enters acreage reports utilizing insurance company software according to underwriting requirements and current processes and procedures if appropriate.
• Verifies correct application of underwriting and actuarial calculations by insurance company software.
• Reports loss claims for assigned portfolio, serves as a point of contact for policy changes, and enters information online with AIP system when appropriate.
• Partners with Insurance Customer Service Specialist and insurance company personnel regarding applications of complex insurance rules for specific customer insurance policy situations.
• Verifies electronic insurance documents reflect current information and through use of insurance website reports and other resources to ensure accurate reporting to meet deadlines.
• Works with Insurance services group team members and/or AIP company personnel directly to provide problem resolution with customer.
• Develops and maintains a working relationship with insurance vendor representatives to improve sales and service to regional offices and customers.
• Utilize multiple insurance company and government websites to obtain general information and to monitor progress regarding specific policies.

Benefits

• Incentive Program: Company-wide, goals-based rewards.
• Accrued Time Off: Earn 13 days of annual leave and 15 days of sick leave per year, plus enjoy 12 paid holidays annually.
• Retirement: 401(k) with up to 9% employer contribution/match.
• Health Coverage: Affordable medical, dental, and vision plans.
• Parental Leave: 8 weeks of paid parental leave.
• Life & Disability Insurance: Employer-paid coverage.
• Education & Wellness: Tuition reimbursement and up to $400 for wellness expenses.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level