Insurance Account Specialist (Commercial Lines)

First Citizens; Raleigh (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial institution is seeking an Account Specialist to service and retain insurance customers. The role involves managing customer inquiries, developing relationships, and ensuring compliance with regulations. Ideal candidates have a Bachelor's degree or relevant experience in customer service or insurance.

Qualifications

• 0 years experience with a Bachelor's Degree or 4 years with a High School Diploma.
• Preferred experience in P&C Insurance.

Responsibilities

• Responds to service requests and manages customer activities.
• Develops relationships with carriers and customers to achieve business goals.
• Maintains customer notes and monitors claim activity.

Skills

Customer Service

Sales

Risk Analysis

Education

Bachelor's Degree

High School Diploma or GED

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

This position may be filled as an Account Specialist I or II for the right candidate

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.