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Insurance Customer Service Representative
2 weeks ago
Harrison Gray Search and Consulting LLC has partnered with an award-winning, independent insurance agency in North Carolina to find a Commercial Lines Account Manager. This is an excellent opportunity for someone interested in long-term growth and development.
Responsibilities:
- Perform all account transactions including applications, quotations, ID Cards, endorsements, binders, claims, renewals, follow-ups, and correspondence.
- Respond to client inquiries, incoming mail, and company requests.
- Conduct annual coverage surveys and recommend additional coverages and/or increases in limits.
- Review new business, renewals, and endorsements as needed to insured items received as ordered.
- Obtain expiration dates for additional policies and follow through to make sales of companion lines on all mono-line accounts.
- Keep informed of new sales programs.
- Sell new personal lines accounts within the agency management system and use AMS for all transactions.
- Participate in educational seminars/classes for continuous improvement of insurance knowledge.
- Maintain knowledge of current underwriting requirements of contracted insurance carriers.
- Perform special projects at management's request.
Qualifications:
- Minimum of 3 years experience using property casualty personal lines product knowledge including coverages, underwriting, and rating.
- Willingness to learn and grow with the agency.
- People-oriented and customer-focused.
- Understanding of insurance policies and procedures.
- Excellent oral and written communication skills.
- Technical and client relations expertise.
- Exceptional organizational and time management skills.
- Ability to work independently and collaboratively.
- College degree, CISR, ACSR, CIC, or CPCU preferred.
- Possession of relevant insurance certifications or licenses required.