Agency Representative – Insurance Finance Company at South Story Bank and Trust – West Des Moines, Iowa
Explore Related Opportunities
About This Position
About IFC:
Insurance Finance Company (IFC) is a premium finance company specializing in financing commercial property/casualty insurance premiums. Established in 1969, IFC was created to offer a higher level of service than other premium finance companies—and that’s still our mission today. With over five decades of experience, we remain focused on supporting independent agents, managing general agents, and brokers across the country. IFC is a wholly owned subsidiary of South Story Bank & Trust.
At IFC, we’re driven by a simple but powerful promise: to always provide a consistent, exceptional experience. We believe in authenticity, transparency, and building trust over time—not just making transactions but forming lasting partnerships. Our team thinks like owners, leads with integrity, and shows up every day to do well and do good.
Position Summary:
We’re seeking a relationship-driven, detail-oriented professional to join our team as an Agency Representative. This position is ideal for someone with experience managing client accounts and a genuine passion for taking care of people. You’ll be the primary point of contact for a portfolio of agency clients—delivering thoughtful, timely service and building strong, trust-based relationships.
You’ll thrive in this role if you enjoy solving problems, adapting your communication style to fit different personalities, and looking for ways to go above and beyond. This is a hands-on role that requires someone who leads with empathy and takes pride in the little things—because at IFC, the little things are what make the biggest difference.
Key Responsibilities:
- Serve as the main point of contact for assigned agencies via phone and email
- Quote and process new finance agreements
- Process incoming mail and manage updates in IFC’s proprietary Access database
- Assist with new agency onboarding and nurture relationships over time
- Proactively manage past due accounts, cancellations, and unearned commission billing
- Work collaboratively with internal team members to ensure every client experience is smooth, personalized, and consistent
- Adapt to a wide range of client personalities and communication styles with professionalism and care
- Think like an owner: take initiative, look for long-term solutions, and bring forward innovative ideas when needed
Minimum Qualifications:
- 5+ years of experience in a business-related field such as finance, insurance, or banking
- Strong customer service and relationship management skills
- Excellent attention to detail and the ability to follow through on tasks independently
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Comfortable balancing multiple tasks in a fast-paced environment
- Genuine desire to help others and create positive, lasting client experiences
Preferred (but not required):
- Familiarity with premium finance or agency operations
- Experience with CRM tools or Access-based systems
What We Offer:
- A supportive, small-team environment that values personal integrity and professional growth
- Opportunities to lead with thoughtfulness and initiative, not just follow a script
- The ability to make a real impact in the lives of agency clients and business owners
- Competitive compensation and a mission-driven workplace
- A culture of service, leadership, and innovation
Additional Information:
- Full-time, Monday–Friday
- Drug screen and background check required
- EEO/Smoke Free environment