Personal Insurance Account Manager

4 weeks ago


New Bern, United States The Insurance Center - New Bern, NC Full time
Job DescriptionJob DescriptionPersonal Lines Account Manager

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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