Account Executive, Capitol Agency Insurance at Capitol Federal Savings Bank in Prairie Village, Kansas

Job Description:

Job Description:

Responsible for new business sales, client retention, and growth of assigned book of business. Communicates directly with potential and existing customers regarding the sales and service of personal lines, life, and various other types of insurance products. Must maintain valid state licenses to sell insurance products in each state where the Bank does business.

Essential Duties & Responsibilities

• Meets new business production goals and objectives as established, develops insurance quotes, makes sales presentations, and closes sales. Account Executive is expected to meet or exceed sales goals set by


• Agency Manager.


• Assists with placing insurance coverage for potential and current customers, acting in the best interest of the customer's needs by maintaining a strong working knowledge of carrier policy types, underwriting requirements, and application processes. Explains products and services and submits applications.


• Prospects for new business by following sales leads generated from the loan department, customer referrals, networking and other marketing efforts.


• Maintains accurate records for customer/ company interactions and transactions by recording details for inquiries, complaints, and actions taken in agency management system in compliance with agency and regulatory requirements.


• Works collaboratively with Account Management team to provide customer service for new and existing customers.


• Fosters strong relationships with customers and carrier company representatives in person, by phone, or via email to maintain a high level of client retention and product loyalty.


• Assists with claims process by directing the customer to the company for direct claims reporting.


• 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 five to seven years of similar or related experience.

Education/Certifications/Licenses

• Associate's degree (A.A.) or equivalent from 2 year college or technical school. 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

• The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position.

CapFed® is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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