Personal Ins Acct Manager

Job Details

Job Location
Sanford-NC - Sanford, NC

Position Type
Full Time

Job Shift
Day

Job Category
Insurance

Description

The Personal Insurance Account Manager is responsible for proficiently assisting our clients with service and risk management needs in accordance with agency standards and workflows.

Essential Duties and Responsibilities:

• Provide No Excuse Client Service to assigned accounts.
• Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to the policies and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows.
• Perform renewal review process in accordance with our client tiers, agency standards and workflows.
• Responsible for sales of personal insurance products to existing clients.
• Determine reasons for requests for cancellations and act to save accounts in accordance with agency standards and workflows.
• Maintain client files on computer system and use computer system to perform all transactions by keeping up-to-date on agency automation.
• Maintain proper level of communication and build effective relationships with clients and companies.
• Keep up-to-date on company web-sites, rates, forms and coverage changes through e-mails and webinars in order to quote, make changes, and cancellations as necessary.
• Perform all activities relating to the public, clients and companies to avoid issues involving potential errors and omissions.
• Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development.
• Perform other duties as requested.

Core Competencies:

• Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities.
• Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency.
• Be able to conduct business analysis and interpret reports.
• Exhibit a personal commitment to develop insurance knowledge.
• Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports.
• Have a personal commitment to continuous professional development including insurance knowledge and risk management skills.

Qualifications

Education/Experience:

• Proficient in Microsoft Office Suite.
• Two years of consistent employment in a customer service capacity.
• High School Diploma; College Degree preferred.

Certificates and Licenses:

• Property and Casualty license or obtain within 90 days of employment.
• Insurance designation or working toward insurance designation (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.

Location: Pine View, NC, US

Posted Date: 11/22/2024