UPIA Administrative Specialist / Account Executive

The following full-time opportunity is now available at our New Ulm, MN location:

The United Prairie Insurance Agency (UPIA) Administrative Specialist will assist the location's agency manager with operational duties of the insurance agency office.

 Accountabilities:

  • Complete changes/endorsements to customers policies
  • Answer customer questions/problems on policies
  • Review files and keep organized
  • Review; re-write accounts/policies for retention purposes.
  • Type and compose letters and insurance forms
  • Greet customers and answer telephones.
  • Invoice agency billed policies.
  • Set up and monitor monthly payment plan, process payments, send past due notices and letters as warranted.
  • Balance general ledgers for agency.
  • Process company commission statements.
  • Prepare month end reports.
  • Prospect for new customers, quote premiums and cross-sell products
  • Attend and participate in outside community activities.
  • Attend company meetings and continuing education.
  • Attend Bank and Insurance events.
  • Abide by all policies, procedures and regulations of UP.
    • Any and all other duties as assigned by management.

Job Specifications

Strong attention to detail; effective at time management, prioritization, and multi-tasking skills needed. Effective oral and written communication skills.

Job Qualifications: 

  • HS Degree or equivalent.
  • MN Property / Casualty & Life, Accident & Health license preferred.
  • Must have an advanced knowledge of Microsoft Office software.
  • Excellent spelling and grammar; excellent verbal and written communication skills;
  • Professional appearance and telephone manner is essential
  • Prior insurance experience preferred or related office experience
  • Occasional day travel may be required for training/meeting purposes.

Salary will be based on qualifications, competitive benefits package included.  Applicant can apply by emailing an introductory letter and resume to:  United Prairie Bank, Human Resources - hr@unitedprairiebank.com.