Insurance Account Specialist I/II

First Citizens; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

First Citizens seeks an Insurance Account Specialist to service and retain commercial insurance clients in Raleigh, NC. You will manage policy lifecycles, respond to inquiries, process renewals and endorsements, and identify opportunities to enhance coverage.

This role emphasizes relationship building, precise data entry, and compliance with regulations. You will collaborate with carriers, prepare quotes, and support cross-sell efforts while delivering consultative service to ensure client

Qualifications

• Bachelor's Degree OR High School Diploma or GED/Equivalent with 4 years' experience in support, customer service, or insurance.
• For IAS II: Bachelor's Degree with 1 year P&C Insurance OR High School Diploma with 5 years P&C Insurance.

Responsibilities

• Account servicing—responds to service requests, manages renewals, cancellations, endorsements, and initial claim activity with accuracy.
• Sales & support—builds carrier relationships, identifies cross-sell opportunities, and prepares quotes and proposals.
• Operations & reporting—handles inquiries, maintains notes, follows up, and monitors claim activity for large risks.

Skills

Account Management

Communication

Relationship Building

Education

Bachelor's Degree or GED/Equivalent

Job description

Overview

The Insurance Account Specialist plays a key role in delivering exceptional service and building lasting client relationships. This position is responsible for servicing and retaining commercial insurance customers by proactively engaging with clients throughout the policy lifecycle, identifying evolving needs, and providing solutions that support their coverage goals.

The Insurance Account Specialist responds to customer inquiries, manages agency billing activities, and facilitates the efficient processing of new and existing policies. This role also supports business growth by identifying cross-sell and referral opportunities while ensuring a seamless customer experience. Success in this position requires strong relationship management, attention to detail, and a commitment to providing consultative service that drives client satisfaction and retention.

This position can be filled as a Insurance Account Specialist I or II, based on skills/experience.

Responsibilities & Qualifications

Duties & 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.

IAS I Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Support or Customer Service or Insurance Agency

IAS II Minimum Required Education and Experience: Bachelor's Degree and 1 years of experience in P&C Insurance OR High School Diploma or GED and 5 years of experience in P&C Insurance

Preferred Area of Experience

P&C Insurance, commercial insurance experience

Required Licenses or Certifications

Property and Casualty License

Skills

• Account Management


• Communication (Verbal and Written)


• Build Productive Relationships

Additional Information

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.