Insurance Agent/Account Manager

6 days ago


Raleigh, United States Craig Insurance Group Full time
Job DescriptionJob Description

Local independent agency is seeking an organized and highly motivated insurance agent or account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes and processing renewals. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you’re looking to take on an important account management role during this period of high growth, we’ll provide the training you need to succeed in this position.

Responsibilities:

 

  • Consult with clients about their renewals or any updates needed on current policies
  • Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
  • Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage
  • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding.
  • Aide in cross-selling additional products to current clients

 

Qualifications:

 

  • Active insurance license in North Carolina
  • Insurance experience as an insurance agent
  • We are looking for candidates with an associate or bachelor’s degree but will consider those with relevant insurance industry experience, as well
  • Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
  • Follow up skills, written and verbal communication skills and problem-solving skills are a must in this role
  • Team Player
Company DescriptionCraig Insurance Group Inc (CIG) has been serving the Raleigh/Durham area since 2007 and has now expanded into additional states. One of our main objectives is to take care of the community and to educate our customers so that they have a better understanding of the importance of insurance. This is where our slogan “We Know Insurance So You Don’t Have To” originated from. We, as an agency want our members to trust the expertise given by our agents and provide excellent customer service.Company DescriptionCraig Insurance Group Inc (CIG) has been serving the Raleigh/Durham area since 2007 and has now expanded into additional states. One of our main objectives is to take care of the community and to educate our customers so that they have a better understanding of the importance of insurance. This is where our slogan “We Know Insurance So You Don’t Have To” originated from. We, as an agency want our members to trust the expertise given by our agents and provide excellent customer service.
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