Job Description

Full Time Role

Onsite - Client has Office locations throughout North Carolina

The client believes peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties.

• They expect excellence by applying our best attitude, desire, and effort to all we do.
• They deliver on promises and go the extra mile to meet and exceed expectations.
• They encourage a relentless commitment to education and development, innovative creativity, and forward-looking collaboration to deliver cutting edge solutions to those we serve.
• They hire skilled, motivated, and happy people who work together in an atmosphere of teamwork, loyalty, and mutual respect.
• They build relationships and earn trust by never compromising our honesty or integrity for short- or long-term gain. Doing the right thing is always the right thing.

The Personal Lines Account Manager is responsible for providing excellent customer service; assisting clients with sales and servicing needs and making changes to existing accounts; meet service and sales delivery standards; and performs the essential job functions to the quality and service standards developed by the agency.

• This position handles the processing of new and renewal personal lines business. A positive attitude is required along with a high level of support in obtaining, maintaining, expanding, and servicing our personal lines accounts.

RESPONSIBILITIES AND DUTIES:

• Accurately maintain all customer information in our agency management system and adhere to agency processes and procedures of proper documentation.
• Responsible for maintaining knowledge of carrier guidelines, underwriting requirements, binding authority, policy forms, and endorsements.
• Assists customers with their personal lines sales and servicing needs by:
• Providing excellent customer service of supported accounts.
• Assisting in the collection of premiums and reconciliation of accounts as needed.
• Issuing the proper insurance verification documents to the insured and adhering to carrier guidelines for processing and follow ups.
• Speaking with company personnel on behalf of the customer for any written and electronic correspondence requests.
• Performs timely quoting, placement, and proposals of new and renewal personal lines business.
• Conducts thorough coverage reviews with clients recommending coverage changes, multi-lining of accounts, and remarketing where necessary.
• Claim gathering and assists with filing the loss with carriers.
• Maintains assigned daily suspense’s / to do tasks listed in the Agency Management System and Agency Zoom.
• Provides support of all teammates where needed.
• Performs special assignments as requested by management.
• Attending carrier training sessions as directed by the Agency (zoom or in person).
• Attends a weekly meeting with your team conducted by your Team Leader.
• Promotes and enhances the fiduciary responsibilities and reputation of the Agency.
• Ensures security of all client’s information and agency proprietary information.

REQUIREMENTS:

• Full-time position (37.5 hours a week)
• 2+ years personal lines insurance sales and service experience
• Attend insurance classes that will increase understanding of the industry and satisfy state licensing CE requirements
• Participate in company training classes as required
• Adheres to the Client’s Governing Principles
• Adheres to Company Policies and Procedures as set forth
• Excellent sales and customer service experience
• Excellent communication skills both verbal and written
• Strong attention to detail and organizational skills
• Possesses time management and the ability to prioritize
• Ability to multi-task and function in a fast-paced environment
• Knowledge and use of Microsoft Office, Word, and Excel
• AMS360 and Agency Zoom knowledge preferred but not required

EDUCATION

• High school diploma or general education degree (GED)
• NC Personal Lines or Property & Casualty License required (P&C preferred)
• NC Life and Health license optional
• Nonresident licensing may be required