Multiple Office locations in North Carolina

Required \- NC Personal Lines or Property & Casualty License (P&C preferred)

SUMMARY:

• 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:

• 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 AND EXPERIENCE:

• 2+ years personal lines insurance sales and service experience
  
• Required \- NC Personal Lines or Property & Casualty License (P&C preferred)
• High school diploma or general education degree (GED)
  
• Excellent sales and customer service experience
  
• Excellent communication skills both verbal and written
  
• Strong attention to detail and organizational skills
  
• Attend insurance classes that will increase understanding of the industry and satisfy state licensing CE requirements
• Full-time position
  (37.5 hours a week)
• NC Life and Health License - Optional
• Nonresident licensing may be required
• Participate in company training classes - As required
• Adheres to Client’s Elite Governing Principles
• Adheres to Company Policies and Procedures as set forth
• 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
  

SUPERVISORY RESPONSIBILITIES:

• There is no direct supervision of other employees required for this position.