Account Manager Ii

Scope of Job:

Under the direction of the Agency Manager or Regional Agency Manager, incumbent will perform general support functions and technical duties related to the production of insurance.

Primary Duties:

Acts as first point of contact for routine customer requests and queries, and utilizes competencies and skills to provide a positive customer experience.

Supports the insurance renewal process for the agency by providing complete renewal packets to designated agent, works closely with Producer(s) to service existing clients and assists in writing new business through quoting appropriate carriers.

Performs functions on the agency management system proficiently and assists other employees, as needed. Includes ability to multi-task with phone calls while processing and documenting work in Applied Epic.

Reviews problems and communicates with appropriate personnel to obtain information when necessary. Analyze, clarify and resolve complex policy and account related questions from internal and external customers.

Continues to build personal skill set by participating in in-house or outside insurance, industry related courses or seminars as deemed necessary to expand product and system knowledge. Stays current with relevant products.

Supports a plan promoting additional bank sales through referrals directed to other bank departments.

Offer value-added options and retain business; cross-selling, identifying new opportunities, directing client to appropriate agent for new business.

Secondary Duties:

Work as a team with departmental counterparts on planning and implementing assigned projects and products.

Participate on various committees and project teams as deemed appropriate by management.

Attend, actively participate in organization, job specific training offered, and Quality Service programs.

Adhere to all applicable Policies and Procedures of BankWest organization.

Community involvement is strongly encouraged.

Other duties as assigned.

Requirements

Education:

A high school diploma or equivalent.

Industry recognized professional certification(s).

Applicable experience may be considered in lieu of certifications.

Experience:

1 years' experience in related field.

Knowledge and Special Skills:

Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.

Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.

Strong interpersonal skills to ensure effective communication with external and/or internal customers.

Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description.

Knowledge of insurance terminology/concepts, and mastery of required paperwork.

Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.

Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.

BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.