Personal Lines Insurance Account Manager

Job Title

Serves to grow the book of clients assigned providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Maintains focus on growth within their current book of business while also backing up their co-workers.

Essential Duties & Responsibilities

• Maintain retention rate established by management by proactively reaching out to clients, conducting ongoing account reviews for designated book of business, effectively working with new and existing clients on their policies and educating clients about the benefits of having Capitol Agency relationship.
• Sell new business for the agency and generate referrals for personal lines and other departments.
• Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases.
• Provide outstanding inbound service on claims, billing questions and endorsements.
• Conducts account reviews and audits on new business files.
• Maintains a positive attitude and efficient work ethic.
• Perform other duties as assigned.
• Participate in proactive team efforts to achieve departmental and company goals.
• Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and / or Human Resources.

Experience

Minimum one to three years of similar or related experience.

Education / Certifications / Licenses

Bachelor's degree or equivalent experience. Currently possess or must obtain Kansas / Missouri Property & Casualty License and Kansas / Missouri Life & Health License. CISR, CIC or other insurance related designations are preferred. Must have a valid driver's license.

Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and / or highly confidential nature. Communications may involve motivating, influencing, educating and / or advising others on matters of significance.

CapFed is an equal opportunity employer.