Assist personal lines agent with processing and servicing assigned customer accounts, including, but not limited to, endorsements, renewals, insurance verification, billing questions, and payments

Assist claims administrator with proper handling of insurance claim documentation between insured, claimant, and insurance company

Update insured’s file with accurate information in the agency management system

Scan policy information into transactional activity files

Maintain knowledge of company manual resources and company websites

Maintain positive and professional working relationships to develop future sales potential and retain current insureds

Ensure compliance with related laws and regulations, including Bank Secrecy Act

Maintain continuing education related to regulatory standards

PERSONAL LINES ACCOUNT EXECUTIVE I EDUCATION AND/OR EXPERIENCE:

Property/Casualty Insurance Experience preferred

Property/Casualty Insurance License preferred

Minimum 2 years’ experience in office/clerical work

High School Diploma or GED Required

PERSONAL LINES ACCOUNT EXECUTIVE I SKILLS/ABILITIES:

Building Relationships – able to grow and maintain strong long-term customer relationships.

Communication – excellent written and verbal communication skills to clearly convey information to diverse audiences.

Customer Focus – able to understand customer needs and promote the value of the bank’s products and services.

Detail Oriented – able to complete assigned work thoroughly and accurately.

Emotional Intelligence – can navigate difficult situations with empathy and understanding, fostering positive relationships.

Interpersonal Skills – can communicate and interact with others in a way that promotes mutual respect and trust.

Teamwork – proven ability to work collaboratively in a team environment to achieve common goals.

Willingness to Learn – open to new ideas, seeks opportunities to expand knowledge and skills, actively participates in training programs, and seeks feedback to enhance performance.

Technology - skilled in Microsoft Office (Publisher, Power Point, Word, Excel, Outlook), and social media platforms.

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.