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Insurance Account Manager @ DAC

Sioux Falls, SDOnsiteFull-time
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About this role

Job Summary We are seeking an individual to enhance customer relationships and build trust with an outgoing personality. A team player that will help achieve the goals of Dacotah Insurance through sales, service, and relationship building. Detail oriented with the ability to multi-task.

Essential Functions Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.

• Provide prompt and courteous customer service

• Assist customers with policy changes

• Consistent utilization of technologies

• Provide an elevated customer experience; relationship building

• Identify customer needs and propose appropriate products and services

• Engage with policyholders through policy reviews and servicing existing accounts

• Independently handles moderate to complex customer situations

• Educate customers utilizing a customer focus needs-based process

• Maintain agency management system

• Provide support to team members to reach agency performance goals

• Maintain a strong and positive work ethic and total commitment to success daily

• Participate in educational opportunities to stay informed of industry developments

Other Functions

• Other duties as assigned

Education & Experience

• 2+ years insurance experience

• Current Property & Casualty Insurance license

• Life & Health Insurance license preferred

• A commitment to professional and ethical behavior

• Effective verbal and written communication skills; communication proficiency

• Demonstrated ability to use tact, diplomacy, and professionalism when dealing with customers and co-workers

• High importance placed on excellent customer service

• A self-starter, one who is highly motivated

• Detail-oriented, thorough with a focus on accuracy

• Analytical, time management, and problem-solving abilities

• Strong interpersonal and Relationship Skills

• Aptitude and willingness to learn various software applications relevant to this position

We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including:

• Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage

• Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage

• Health Savings Account

• Life Insurance for the employee and family

• Paid Vacation and Sick Time

• Retirement Plan Options

• Additional Perks and Benefits

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