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Insurance Account Manager
2 months ago
Job Title: Personal Lines Account Manager
Job Summary:
We are seeking a highly skilled and motivated Personal Lines Account Manager to join our team at Independent Insurance Agents of North Carolina. As a Personal Lines Account Manager, you will be responsible for building and maintaining strong relationships with our customers by providing exceptional service and support.
Responsibilities:
* Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties.
* 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.
* Set appointments and/or client calls to review existing policies, revise coverages, 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 (Epic).
Requirements:
* Hold an active North Carolina Property and Casualty insurance license and have a minimum of two years personal lines insurance account management experience as well as hold a Bachelor's Degree or comparable work 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 as well as 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
* Full Benefit Package
* Professional Development
* Job Stability in a growing industry
* Family owned and operated since 1954.
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place. Working with an IIANC member agency is a great career choice. IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you. With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day. Is this career right for you?
