Insurance Account Specialist I/II: Client Relationships & Coverage

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

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