Personal Insurance Account Manager

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.