Personal Insurance Account Manager

Job Description

Personal Lines Account Manager

The Insurance Center is seeking an Experienced Personal Lines Account Manager for our New Bern, NC office

Requirements:

Must have active Property & Casualty Insurance license.

Strong customer service and communication skills.

Ability to build client relationships.

Effective time management skills, willingness to learn, and be coachable.

Proficient computer skills including MS Office, Excel, and Outlook.

Responsibilities

Assist Producers in servicing new and existing accounts in a timely and professional manner.

Utilize Agency Management System (Applied Epic) and carrier websites to process Auto ID Cards and Evidence of Property requests, mortgagee change requests and other changes as needed.

Utilize the Agency Management System to document all activity performed and log insured and carrier correspondence.

Accept and process insured payments, respond to billing/cancellation inquiries and process cancellations.

Provide backup support, such as answering incoming calls, and other administrative work as needed.

Send documentation to insureds to obtain signatures (including eSignatures), in a timely fashion, and maintain in Agency Management System or within carrier systems.

Adhere to Agency Errors & Omissions guidelines.

Experience:

2 years of Personal Lines Insurance experience required.

Applied Epic experience preferred but not required.

Compensation and Benefits:

Pay based on experience.

Generous benefits package including:

FULLY PAID Health and Dental Insurance immediately upon hire.

401k with employer match

Paid time off (PTO) and Paid Holidays

Paid coursework, exam fees and continuing education for P&C Licensure.