Commercial Lines Account Manager
Full Time • Boone - 124872
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Profit sharing
- Training & development
- Vision insurance
The CL Account Manager is responsible for providing assistance to new and existing commercial insurance customers. In addition, the Account Manager will maintain client information in AMS360 insurance database and perform other office administrative functions.
Primary Job Functions may include:
· Opening and preparing office for daily work, including opening and distributing mail.
· Providing efficient and courteous customer service, in-person and on the phone.
· Processing new/renewal business, including reviewing for accuracy, collecting email addresses and invoicing.
· Corresponding with company underwriters, negotiating insurance pricing and coverage based on personal knowledge or at Producer’s request.
· Receiving and recording payments, then forwarding to correct companies; balancing cash drawer and preparing bank deposit.
· Processing all activities, including new claims, claim updates, endorsements, renewals & cancellations in our agency management database system- AMS360.
· Processing submissions for new and remarketed business and sending appropriately to designated companies.
· Reviewing assigned client files at expiration and addresses coverage gaps in order to protect our clients’ assets and retain our existing business.
· Reviewing renewal lists with and providing support to the Producers, including providing renewal information to the client as needed.
· Requesting and sending loss runs to designated requesters.
· Completing appropriate Certificates of Insurance and Evidence of Property as needed.
· Scanning and attaching non-downloading policies, emails and audits.
· Filing documents in timely manner and keeps computer files up to date.
· Following and being familiar with Procedures Manual and attending company meetings.
· Making referrals to other LifeStore divisions through CRM.
· Keeping current on requirements for NC insurance license continuing education.
Minimum Qualifications:
· High School diploma or equivalent.
· P & C license or willingness to obtain within 90 days.
· Strong verbal and written communication skills with attention to detail.
· Interpersonal skills to build and maintain professional supportive relationships with customers and team members.
· PC and keyboarding skills, including experience with Windows operating systems.
Physical and Mental Requirements:
· Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. Vision, hearing, dexterity, and speech are required. Ability to read, analyze and interpret information related to position-related documentation and requirements. Other normal office-related physical demands may be necessary.
· Must have the ability to listen, reason, think, concentrate and interact with others. The ability to exercise self-control and work under stressful conditions is necessary. Must have the ability to collect data and conduct research and solve position-related problems.
Employees are expected to perform other duties as assigned and directed by management and to adhere to all company and compliance policies and procedures. Job description and duties may be modified when deemed appropriate by management.
Compensation: $50,000.00 per year
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)