What are the responsibilities and job description for the Commercial Account Executive position at First Western Bank & Trust?
Commercial Account Executive Benefits Include:
- Paid Vacation, Sick and Holidays
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401k with matching contributions
- Volunteer Paid Time Off
- Banking Benefits
- And more!
Commercial Account Executive Overview
Responsible for retention and service of an assigned book of Small Business Commercial Lines accounts; manage client relationships on a day-to-day basis, acting as a trusted advisor to clients; and ensure a smooth renewal, making sure coverage needs are met and delivered to clients in a timely manner.
- Assist with the day-to-day needs of an assigned book of small business accounts, including policy changes, invoicing and coverage review
- Maintain appropriate coverage for small business clients by identifying any gaps and offering solutions
- Provide prompt, accurate feedback to client inquiries
- Understand clients’ operations and provide coverage advice and solutions for changing needs as knowledge dictates
- Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date
- Build strong, positive working relationships with clients, carriers and co-workers
- Contribute to the agency’s growth through cross-selling and upselling within the existing book of business
- Follow established workflows and maintain accurate records
- Ensure compliance with related laws and regulations, including Bank Secrecy Act
- Maintain continuing education related to regulatory standards
Commercial Account Executive Qualifications:
- High School Diploma or GED Required
- Two years of commercial insurance experience preferred
- Property & Casualty license required or willingness to obtain
First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
