Insurance Account Manager

Join Our Insurance Team! Apply today. Grow with us at Security First Insurance and find your future in insurance. We treat you right.

Looking to join a successful team and support relationships within our community? Do you like a professional office environment with federal holidays and weekends off? 

We’re seeking a full-time Insurance Account Manager to join our growing team in the Beatrice, NE office. The ideal candidate is outgoing, detail orientated, and thrives in a fast-paced environment. A minimum of one year of experience in personal and commercial lines insurance is required, along with a valid NE insurance license.
In this role, you’ll work behind the scenes to ensure policies remain current, assist with application completion, and provide quoting support for the Managing Agent – primarily focusing on commercial lines. Strong organizational skills and the ability to meet deadlines are essential.

If you haven’t received a link to sign the application, please check your inbox for an email containing a clickable link to create a password and access your account.

To be considered as an applicant please complete and sign the online application form at the Security First Bank web site. For additional information or paper application accommodation please stop by 2301 North 6th Street, Beatrice NE 68310 or call 402-223-4058

Role:

The Insurance Account Manager acts as the main point of contact for existing clients, handling day-to-day policy servicing, problem resolution, and renewals. This role works with personal clients and commercial clients, ensuring their needs are met by managing coverage issues, processing changes, and providing support for claims.

Essential Functions & Responsibilities:                                                                                            

• Act as the primary contact for clients, building and maintaining strong relationships and addressing customer questions and concerns.
• Handle day-to-day tasks such as policy changes, endorsements, billing issues, and providing proof of insurance documents such as certificates and ID cards.
• Assist with managing the renewal process for clients, including reviewing coverage, analyzing options, and ensuring the best terms are secured.
• Assist with and resolve any service issues or problems that arise for the client.
• Work closely with the Managing Agent and other team members to ensure clients are properly served.
• Promotes the insurance services and makes referrals to other departments.
• Performs other job-related duties as assigned.

Performance Management: 

• Strong understanding of both personal and commercial insurance products and services.
• Excellent communication, customer service, and interpersonal skills are required to build and maintain client trust.
• Ensure all related forms and documents are completed and filed/scanned in a timely manner.
• Maintain and develop knowledge and skills in all Insurance products and processes.

Knowledge, Skills and Abilities:

Education and/or Experience.                         

• High School Education or General Education Degree (GED).
• One to three years previous experience in insurance, customer service, or other related fields preferred.
• Experience with insurance management software and standard office software.

Interpersonal Skills.