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White Insurance Agency, Inc · 5 months ago

Personal Insurance Account Executive

Black Mountain, NC 28711

Full-time

Onsite

Entry, Mid Level

$38K/yr - $52K/yr

1+ years exp

White Insurance Agency, Inc is an independent agency celebrating 70 years of professional service in western North Carolina. They are seeking a Personal Insurance Account Executive to maintain customer relationships and manage personal lines insurance inquiries and concerns while conducting service and marketing activities.

Employee BenefitsFinancial ServicesHealth InsuranceInsurance

Responsibilities

Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail

Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary

Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals

Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation

Actively solicit increases in coverage or rounding out accounts at every service contact

Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system

Qualification

Insurance licensePersonal lines insuranceTechnology proficiencyCustomer focusCommunication skillsProblem-solvingMulti-taskingAttention to detailTime management

Required

Hold the insurance license required by your state and have a minimum of one year personal lines insurance account management experience

Demonstrate knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects

Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as possess excellent math and reading skills to accurately perform simple calculations

Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision

Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills

Technology and Computer proficiency including agency management system and carrier websites