The Personal Insurance Account Manager is responsible for proficiently assisting our clients with service and risk management needs in accordance with agency standards and workflows.
Essential Duties and Responsibilities:
- Provide No Excuse Client Service to assigned accounts.
- Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to the policies and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows.
- Perform renewal review process in accordance with our client tiers, agency standards and workflows.
- Responsible for sales of personal insurance products to existing clients.
- Determine reasons for requests for cancellations and act to save accounts in accordance with agency standards and workflows.
- Maintain client files on computer system and use computer system to perform all transactions by keeping up-to-date on agency automation.
- Maintain proper level of communication and build effective relationships with clients and companies.
- Keep up-to-date on company web-sites, rates, forms and coverage changes through e-mails and webinars in order to quote, make changes, and cancellations as necessary.
- Perform all activities relating to the public, clients and companies to avoid issues involving potential errors and omissions.
- Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development.
- Perform other duties as requested.
Core Competencies:
- Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities.
- Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency.
- Be able to conduct business analysis and interpret reports.
- Exhibit a personal commitment to develop insurance knowledge.
- Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports.
- Have a personal commitment to continuous professional development including insurance knowledge and risk management skills.
Education/Experience:
- Proficient in Microsoft Office Suite.
- Two years of consistent employment in a customer service capacity.
- High School Diploma; College Degree preferred.
Certificates and Licenses:
- Property and Casualty license or obtain within 90 days of employment.
- Insurance designation or working toward insurance designation – (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.
Job Type: Permanent
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental pay types:
Weekly day range:
Work setting:
Ability to Relocate:
- North Carolina: Relocate before starting work (Required)
Work Location: In person