Personal Lines Account Manager
Full Time • West Jefferson - 125705
Job Description:
The PL Account Manager is responsible for providing assistance to new and existing customers. In addition, the PL Account Manager will maintain basic insurance database and other office administration functions.
Primary Job Functions may include:
· Opening office and handling mail.
· Providing efficient, courteous customer service, in-person, digitally and on the phone.
· Processing new/renewal business, reviewing for accuracy, and invoicing when applicable.
· Book of business growth and retention with goals determined at annual review.
· Receiving, recording payments, forwarding to correct companies, balancing cash drawer and preparing bank deposit.
· Processing all activities in our agency management database system- AMS360.
· Reviewing assigned client files at expiration to address coverage gaps in order to protect our clients’ assets and retain our existing business.
· Generating new sales through referrals, existing customers and making new contacts.
· Filing documents in a timely manner and keeping files up to date.
· Assisting Account Executive as needed.
· Following and being familiar with Procedures Manual.
· Keeping current on requirements for NC insurance license continuing education.
Minimum Qualifications
· High School diploma or equivalent.
· Minimum of two years personal lines insurance experience desired.
· Active NC P&C licenses preferred or must obtain within 90 days of employment.
· Strong verbal and written communication skills with attention to detail.
· Preferred experience in Microsoft Office.
· Interpersonal skills to build and maintain professional supportive relationships with customers and team members.
Employees are expected to perform other duties as assigned and directed by management and adhere to all company and compliance policies and procedures. Job description and duties may be modified when deemed appropriate by management.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)