Now Hiring for Security Insurance Client Relations Associate

Now Hiring for Security Insurance Client Relations Associate



The Client Relations Associate position is a member of the insurance department and will report directly to the Agency Director. The primary responsibility for this position is to provide customer support by assisting other team members with client contact, service, and follow up. This includes answering phones, directing client questions, external and internal marketing, commercial business sales support, payment follow up and general customer relations. It will also involve maintenance of ongoing documentation required for client files.

As part of the overall insurance staff, this position will become knowledgeable of insurance and bank products and services and actively cross-sell and refer clients when applicable.

This position requires a constant awareness of the insurance and bank’s sales culture; actively makes sales referrals, and assists in building long lasting relationships with our clients.

Performs other miscellaneous duties as assigned.



1)Client Support:80%


A)Scheduling client reviews and confirming client appointments

B)Commercial business sales support-applications and commercial service

C)Client communication regarding payments and cancellations

D)Confirming and updating existing client base information

E)Client follow up for needed documentation

F)Scanning, updating, and organizing of client paper and electronic files




A)Preparation of thank you cards for new clients and follow up

B)Thank you notifications for referrals and tracking

C)Organization and processing of mailers for internal clients and prospects as determined








Able to adjust quickly to different work situations; remain composed under pressure.


B)Attention to Detail:

Regard for all important details to assure accuracy in every transaction performed; detect errors, follow through on corrections and details.


C)Time Management:

Ability to effectively manage one’s own time to complete work according to established deadlines.The ability to prioritize tasks to make the best use of time for high-priority tasks.


D)Team Player:

Must view oneself as part of an overall team.This includes supporting others to achieve the overall goals of the agency.


E)Client Orientation:

Respond sensitively to the needs and priorities of the customer; recognize and take the appropriate action to meet their needs; establish an effective working relationship with clients to gain their respect and loyalty.


F)Oral Communication:

Possess the ability to orally express thoughts and ideas effectively; actively listen to others



Project a positive image of the agency to all internal and external customers






-This position requires a working knowledge of computers and excellent oral communication skills. Must be able to use equipment found in a typical office environment including: telephone, copiers, calculators and PC.


-Must be willing to learn and process information quickly



Please send or email resume to:

Security BankUSA,

Attn: Laura Nord

PO Box 1630, Bemidji, MN56601

Equal Opportunity Employer of women, minorities, vets & individuals with disabilities



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