Harrison Gray Search has partnered with an award-winning, independent insurance agency in North Carolina to help them find a Commercial Lines Account Manager. This is an excellent opportunity for someone interested in long-term growth and development.
Position: Insurance Customer Service Representative
Location: On-site
As an Insurance Customer Service Representative (Personal Lines) you will assist the team in exceeding their client's expectations by maintaining solid customer relationships. You will be responsible for handling personal insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
Responsibilities:
Perform all account transactions including applications, quotations, ID Cards, endorsements,
binders, claims, renewals, follow-ups, and correspondence.
Respond to client inquiries, incoming mail, and company request
Conduct annual coverage surveys and recommend additional coverages and/or increases in limits
Review new business, renewals, and endorsements as needed to insured items received as ordered
Obtain expiration dates for additional policies and follow through to make sales of companion lines
on all mono-line accounts
Keep informed of new sales programs
Sell new personal lines accounts within the agency management system and use AMS for all
transactions
Participate in educational seminars/classes for continuous improvement of insurance knowledge
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Perform special projects at management's request
Qualifications:
Minimum of 3 years experience using property casualty personal lines product knowledge including
coverages, underwriting, and rating
Willingness to learn and grow with the agency
People-oriented and customer-focused
Understanding of insurance policies and procedures
Excellent oral and written communication skills
Technical and client relations expertise
Exceptional organizational and time management skills
Ability to work independently and collaboratively
College degree, CISR, ACSR, CIC, or CPCU preferred
Possession of relevant insurance certifications or licenses required