Insurance Account Manager

4 days ago

Huntersville, North Carolina, United States Independent Insurance Agents of North Carolina Full time
Job Description

The Personal and Commercial Lines Insurance Specialist at Independent Insurance Agents of North Carolina is responsible for maintaining solid customer relationships by handling personal and commercial lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Key Responsibilities:
  • Customer Service: Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
  • Prospecting and Sales: 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.
  • Policy Management: 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.
  • Documentation and Record-Keeping: Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Industry Knowledge: 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:
  • Insurance License: Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
  • Industry Knowledge: 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.
  • Communication Skills: 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.
  • Problem-Solving: Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
  • Technical Skills: Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills. Technology and Computer proficiency including agency management systems.

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