Summary

This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-first” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications

• 2 years insurance experience
• NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment

Knowledge, Skills, and Abilities

• Ability to discuss, support, and sell insurance products in states where the agency functions.
• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
• Must have excellent communication skills; written and verbal.
• Must be an assertive self-starter with the ability to influence others.
• Must excel at being client focused and able to work in a team-oriented environment
• Should have demonstrated effective presentation skills through both verbal and written communication

Supervisory Responsibilities

May have some supervisory responsibilities as the business grows.

Essential Functions

• Gathers information and risk management recommendations for new business/renewals
• Works closely with Producers on new prospects to maximize success
• Conducts periodic service calls for designated accounts
• Involves Producer and/or Management on claims, payment problems, loss control, and renewals
• Performs special projects at the request of designated clients upon approval of manager
• Maintains a concern for timeliness and completeness when interacting with clients, agency and company personnel to minimize potential for errors & omissions claims
• Completes applications for designated renewal business and analyzes renewal process with Producer to have a common understanding
• Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt
• Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail email and/or phone prior to renewal
• Receives and reviews all terminations and cancellations to determine action
• Handles premium collection through form letters and requests cancellation of policies when necessary
• Follows up on outstanding claims and provides assistance in their resolution
• Monitors audits done by carriers and manages the Agency’s handling of these audits
• Maintains continuing education as needed for insurance license
• Maintains appropriate professional insurance designation (CIC, CISR, or CPSR)
• Performs other functions as assigned by management

Physical Demands

This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary.

Work Environment

This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.

Travel

Occasional travel may be required.