Personal Lines Underwriting Specialist

3 days ago


ValdeReuil, Normandie, United States Mountcastle Insurance Full time

As a Personal Lines Account Manager at Mountcastle Insurance, you will have the opportunity to work with a diverse range of customers, helping them navigate the complex world of personal lines insurance.

About the Role:
  • This is a key position within our agency, responsible for maintaining strong relationships with customers and ensuring they receive the best possible service.

You will be responsible for answering customer calls and correspondence regarding new or existing policies, working with prospects to pre-qualify and understand their needs, and researching policy options to present to customers.

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 agency management system.
Requirements:
  • Active North Carolina Property & Casualty License
  • Bachelor's Degree or comparable work experience
  • 2 years of account manager experience
  • Strong computer skills, experience with AMS360 preferred
  • Demonstrate strong customer focus and an excellent phone manner; display written and verbal communication skills
  • Have a strong sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
  • Demonstrate knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
Salary:

$60,000 - $80,000 per year, depending on experience.



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