Wholesale Account Manager

7 days ago

Raleigh, North Carolina, United States First Benefits Underwriters Full time $60,000 - $80,000 per year

POSITION:
  ACCOUNT MANAGER, WHOLESALE

First Benefits Underwriters, LLC, (First Benefits) is a Raleigh-based wholesale insurance agency offering Property & Casualty and E&S insurance solutions to independent agencies across the country. First Benefits is seeking an
Account Manager
to join its growing team in Raleigh.

We are looking to hire a growth-minded individual that can work within an agile framework and provide wholesale-agency account management, agency appointment and contract management, remarketing & quoting support, and data entry for First Benefits.

Along with a competitive base salary, First Benefits also provides health, dental & vision insurance, generous paid- time-off including holidays, vacation days, personal time, and sick leave, along with the ability to participate in a company sponsored 401k plan.

This is an in-office/in-person position with flexibility for remote work at management's discretion.

Duties & Requirements
:

  • Report to the President of First Benefits Underwriters, LLC
  • Provide Account Management services on new and renewal business
  • Provide data entry within the Agency Management System recording policy binders, endorsements, cancellations, and other policy transactions
  • Work closely with First Benefits' Brokers to enter new business submissions into partnered carrier websites and prepare email submissions
  • Work with partnered agencies to collect policy issuance paperwork and ensure compliance with state insurance law
  • Manage agency appointments, terminations, and collect all necessary paperwork necessary for new agency onboarding and mergers and acquisitions
  • Provide entry of new agents and agency information into affiliate company administration systems, raters, and CRM's
  • Handle inbound phone calls from partnered agencies

Qualifications
:

  • Associate's degree with 3 – 5 years relevant insurance industry experience is preferred
  • Independent Agency experience is preferred
  • Strong computer skills—MS Office and data entry skills required
  • Excellent written and interpersonal skills with internal and external customers--Customer Service is a priority focus
  • Sound, balanced and timely decision-making skills
  • Working knowledge of the independent agency system a plus
  • Industry designations, such as CPCU, AU or other relevant industry education is preferred but not required
  • Producer licenses and Surplus Lines licenses are preferred but not required

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