Personal Lines Account Manager

LIFE STORE INSURANCE • Newland, NC • 1w ago

Job Description:

The PL Account Manager is responsible for providing assistance to new and existing customers. In addition, the PL Account Manager will maintain basic insurance database and other office administration functions.

Primary Job Functions may include:

Opening office and handling mail.

Providing efficient, courteous customer service, in-person, digitally and on the phone.

Processing new/renewal business, reviewing for accuracy, and invoicing when applicable.

Book of business growth and retention with goals determined at annual review.

Receiving, recording payments, forwarding to correct companies, balancing cash drawer and preparing bank deposit.

Processing all activities in our agency management database system- AMS360.

Reviewing assigned client files at expiration to address coverage gaps in order to protect our clients assets and retain our existing business.

Generating new sales through referrals, existing customers and making new contacts.

Filing documents in a timely manner and keeping files up to date.

Assisting Account Executive as needed.

Following and being familiar with Procedures Manual.

Keeping current on requirements for NC insurance license continuing education.

Minimum Qualifications:

High School diploma or equivalent.

Minimum of two years personal lines insurance experience desired.

Active NC PandC licenses preferred or must obtain within 90 days of employment.

Strong

verbal and written communication skills with attention to detail.

Preferred experience in Microsoft Office.

Interpersonal skills to build and maintain professional supportive relationships with customers and team members.

Physical and Mental Requirements:

[]{style="font-size: 7pt; font-family: 'Times New Roman'; font-weight: normal; font-stretch: normal; font-style: normal; font

Similar Jobs

Customer Service Associate

Walgreens • Sugar Mountain, NC • 1w ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

1w ago

Go to Apply

Sales Lead

Jockey International, Inc. • Blowing Rock, NC • 6d ago

Sales & Marketing

Description At Jockey, caring is our responsibility. It's the fabric of who we are and drives everything we do. It drives us to listen, innovate, and improve. To design thoughtfully. To craft skillfully. To give back who...

6d ago

Go to Apply

Medical Laboratory Technician

HCA Healthcare • Spruce Pine, NC • 6d ago

Hospital & Medical

Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Medical Laboratory Technician with Blue Ridge Regional Hospital you can be a part of...

6d ago

Go to Apply

Licensed Practical Nurse

Health Advocates Network • Spruce Pine, NC • 2w ago

Hospital & Medical

Health Advocates Network is seeking a Licensed Practical Nurse to work at the state Correctional Facility in Spruce Pine, North Carolina . These are registry positions with our company. Pay Rate: $40 / hour *W2 Shifts Av...

2w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.