Commercial Lines Insurance Account Manager

Keystone - High and Rubish Insurance

  • Chapel Hill, NC
  • Permanent
  • Full-time
  • 13 days ago
High and Rubish Insurance Agency is a well-established, independent agency in Chapel Hill, NC looking for a career-oriented individual to join the agency as a commercial lines account manager.PRIMARY ROLE:Day-to-day maintenance and servicing of assigned commercial lines accounts, including but not limited to:
  • Maintaining a high level of client service and satisfaction
  • Marketing and placement of renewal accounts as appropriate
  • Achieving agency account retention goals through proactive account rounding, upselling of limits and coverages, and by providing extraordinary client service
DUTIES (including but not limited to):
  • Applying problem-solving techniques to various issues concerning cancellations, claims, renewal issues, and carrier issues
  • Building and maintaining relationships with customers, marketing representatives, and underwriters to help our team grow
  • Maintaining and updating client files to ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc.
  • Responding to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
  • Participating in courses for insurance/sales skills. Maintaining current knowledge of underwriting requirements of carriers. Keeping current with industry trends by reading appropriate journals and company bulletins.
QUALIFICATIONS & EDUCATION:
  • Appropriate state license(s). Minimum 3 years’ insurance or equivalent experience preferred.
  • Customer service, sales and problem-solving experience a plus.
  • Excellent time management, organizational, and verbal and written communication skills
  • High degree of self-motivation and self-direction

Keystone - High and Rubish Insurance