Insurance Account Manager

Location

Clayton - 110277

Type

Full Time

Benefits:

Work/Life balance
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Flexible schedule
Free food & snacks
Opportunity for advancement
Paid time off
Parental leave
Savings bank
Training & development
Vision insurance
Wellness resources

SIA Group is a full-service, independent insurance agency with offices located throughout North Carolina. We offer insurance and risk management products for personal and commercial lines, group health benefits, consulting services, and more. We are searching for Insurance Account Managers to join our charismatic team!

Job Description:

Our Account Managers are responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Responsibilities:

Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
Work with new clients or support a producer in an effort to 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 or support a producer to review existing policies, review liability limits and exposures, 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.
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, and following up to ensure resolution.
Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications:

Hold a North Carolina P&C license and have a minimum of two years commercial lines insurance account management experience or comparable work experience and education.
Demonstrate strong 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 excellent math and reading skills to perform calculations.
Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

SIA Group

Our Story

Founded in 1975, SIA Group has grown into one of the largest privately owned full-service insurance agencies in the United States, with multiple locations throughout North Carolina and Virginia. We are an award-winning firm and have been listed as a Top 100 Privately Held Property Casualty Agency by the Insurance Journal. Our Business Challenged by an increasingly complex and regulated environment, businesses and families need a trusted advisor who provides solutions that protect their assets. Always on the leading edge, SIA Group has evolved from a traditional insurance agency to an extensive resource for all of your insurance needs.

Our Services

Our strong understanding of your needs enables us to offer a complete range of business strategies as well as traditional insurance products and services including: