Personal Insurance Account Specialist — Service & Renewals

Sentinel Risk Advisors; Raleigh (NC); Sur place; USD 50 000 - 70 000; Plein temps

Résumé du poste

Sentinel Risk Advisors is seeking an individual to manage and service Personal Insurance accounts. Responsibilities include coordinating client interactions, managing account transactions, and ensuring comprehensive coverage according to agency standards.

The ideal candidate will have at least 3 years of experience in the insurance sector, a strong understanding of personal lines coverages, and excellent analytical and communication skills.

Qualifications

• Minimum of 3 years' experience in insurance.
• Property & Casualty Insurance License required.
• Ability to analyze complex insurance situations.

Responsabilités

• Manage account transactions including applications and quotations.
• Service personal lines accounts to minimize coverage gaps.
• Prepare coverage summaries and proposals for clients.
• Maintain client files on the agency management systems.

Connaissances

Personal lines coverages knowledge

Analytical skills

Communication skills

Project management

Negotiation skills

Formation

High School diploma or equivalent

AAI, CIC, or CISR designation (preferred)

Outils

Outlook

Excel

Word

AMS360

Description du poste

Sentinel Risk Advisors is seeking an individual to manage and service Personal Insurance accounts. Responsibilities include coordinating client interactions, managing account transactions, and ensuring comprehensive coverage according to agency standards.

The ideal candidate will have at least 3 years of experience in the insurance sector, a strong understanding of personal lines coverages, and excellent analytical and communication skills.