Entry Level Insurance Account Manager - Casualty and Property Focused

Wake Forest, NC 27587

Posted: 01/24/2019 Industry: Insurance Job Number: 59452 Pay Rate: 17.00

Key Results Area - Business Account Manager

The focus of this position is to develop and maintain business account relationships with sales and service responsibilities

Sales & Service
  • Answering incoming phone calls to agency
  • Welcome and assist visitors
  • Write new commercial insurance policies. Backup for personal lines account manager.
  • Track New Sales/Retention/Up-Sells by using Activity Tracker
  • Conduct new customer insurance interviews and make appropriate recommendations
  • Process customer service requests for policy changes
  • Re-market renewing commercial policies and contact customers to discuss current and alternate options
  • Maintain client files in IMS and carrier website.
  • Scan documents to agency management system.
  • Develop marketing partnerships with commercial realtors and commercial lenders to increase new production
  • Track & maintain marketing results from direct mail, phone calls, social media, re-quote campaigns
  • Process payments
  • Process certificate requests and maintain certificate holder records for customers.
  • Email holder list to business customers prior to renewal.
  • Assist customers with general liability and workers compensation audits
  • Call customers for cancellations, non-renewal notices, audit issues and general service items

Other Responsibilities
  • Assist other team members and principle agent as needed
  • Keep emails and Outlook calendars current
  • Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
  • Facebook, Twitter, LinkedIn
  • Files Insurance Group Code of conduct
  • Continuing Education requirements maintained
  • Complete understanding of IMS system & carrier websites

Must have a property/casualty license and 2 yrs experience in an agency.
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