Licensed Insurance Agent
2 weeks ago
We’re seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes and processing renewals. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high growth, we’ll provide the training you need to succeed in this position.
Responsibilities:
- Consult with clients about their renewals or any updates needed on current policies
- Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
- Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
- Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding.
- Aide in cross-selling additional products to current clients
Qualifications:
- Active insurance license in North Carolina
- Insurance experience as an insurance agent
- We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
- Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
- Follow up skills, written and verbal communication skills and problem-solving skills are a must in this role
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