Insurance Account Specialist (Commercial Insurance)
Company: First Citizens Bank
Location: Clayton
Posted on: May 7, 2024
Job Description:
Overview: Responsible for the servicing and retention of
insurance customers. Proactively works with customers to provide
resources, offer services, and understand their evolving needs
during the policy year and at renewal. Responds to daily inquiries
and handles agency billing. Facilitates workflow and identifies
sales growth opportunities. Responsible for the handling,
processing, and servicing of new and existing insurance customers.
Responsibilities:
- Account Servicing - Responds to service requests and
proactively identifies needs. Manages new and existing customer
activities including policy check-in, renewals, cancellations,
endorsements, and initial claim activity. Performs data entry,
processing, and risk analysis. Ensures accuracy and compliance with
all rules and regulations.
- Sales & Support - Develops influential relationships with
carriers and customers to achieve business goals and streamline
service experience. Identifies sales, coverage, and additional
opportunities for existing customers. Responsible for marketing,
quoting, and proposal preparation of customer insurance programs.
Key stakeholder in customer satisfaction and retention
results.
- Operations - Performs various operational tasks that occur
during customer, carrier, and associate inquiries. Serves as
primary point of contact for carrier and customer requests.
- Reporting - Maintains customer notes, assuring proper follow-up
and documentation through all elements of the relationship.
Monitors claim activity for larger commercial risks and reports to
appropriate parties as needed. Qualifications:
Bachelor's Degree and 0 years of
experience in Support or Customer Service or Insurance Agency OR
High School Diploma or GED and 4 years of experience in Support or
Customer Service or Insurance Agency
Preferred Area of Experience: P&C
Insurance
License or Certification Type:
Property and Casualty License Required
Keywords: First Citizens Bank, Rocky Mount , Insurance Account Specialist (Commercial Insurance), Other , Clayton, North Carolina
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