Insurance Account Manager

2 days ago


Monroe, North Carolina, United States Independent Insurance Agents of North Carolina Full time
Job Title: Personal & Commercial Lines Customer Service Representative

At Independent Insurance Agents of North Carolina, we are seeking a highly skilled and customer-focused Personal & Commercial Lines Customer Service Representative to join our team.

Job Summary:

The successful candidate will be responsible for maintaining strong customer relationships by handling insurance coverage inquiries and concerns with speed and professionalism. This includes answering customer calls and correspondence, working with prospects to pre-qualify and understand their needs, and conducting specific service and marketing activities.

Key Responsibilities:
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
  • Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Actively solicit increases in coverage or rounding out accounts at every service contact.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.
Requirements:
  • Hold the insurance license required by your state and have a minimum of two years personal or commercial lines insurance account management experience.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and possess excellent math and reading skills to accurately perform simple calculations.
  • Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
  • Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
  • Technology and Computer proficiency including agency management systems.
Benefits:
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry

At Independent Insurance Agents of North Carolina, we offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated and customer-focused individual with a passion for insurance, we encourage you to apply for this exciting opportunity.



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