Personal Insurance Account Manager
4 weeks ago
The Insurance Center is seeking an Experienced Personal Lines Account Manager for our New Bern, NC office
Requirements:
- Must have active Property & Casualty Insurance license.
- Strong customer service and communication skills.
- Ability to build client relationships.
- Effective time management skills, willingness to learn, and be coachable.
- Proficient computer skills including MS Office, Excel, and Outlook.
Responsibilities
- Assist Producers in servicing new and existing accounts in a timely and professional manner.
- Utilize Agency Management System (Applied Epic) and carrier websites to process Auto ID Cards and Evidence of Property requests, mortgagee change requests and other changes as needed.
- Utilize the Agency Management System to document all activity performed and log insured and carrier correspondence.
- Accept and process insured payments, respond to billing/cancellation inquiries and process cancellations.
- Provide backup support, such as answering incoming calls, and other administrative work as needed.
- Send documentation to insureds to obtain signatures (including eSignatures), in a timely fashion, and maintain in Agency Management System or within carrier systems.
- Adhere to Agency Errors & Omissions guidelines.
Experience:
- 2 years of Personal Lines Insurance experience required.
- Applied Epic experience preferred but not required.
Compensation and Benefits:
Pay based on experience.
Generous benefits package including:
- FULLY PAID Health and Dental Insurance immediately upon hire.
- 401k with employer match
- Paid time off (PTO) and Paid Holidays
- Paid coursework, exam fees and continuing education for P&C Licensure.
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