About the position
Becoming a Team member of All About Insurance introduces you to a career with virtually unlimited possibilities. Our unique corporate culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our clients. With our agency you will get the training, the mentoring, and the tools you need to succeed. Personal Lines Account Managers are the cornerstone of the personal lines services team. This position answers all inbound personal lines service and sales calls. They perform service and sales for customers including but not limited to: adding/deleting/replacing vehicles, changing coverage's, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.
Responsibilities
- Handle customer service requests in a professional and knowledgeable manner.
- Determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
- Identify any coverage gaps associated with a customer's request and educate the customer on ways to mitigate their risk.
- Support your book of business by finding opportunities to enhance the client relationship and retain business.
- Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
- Maintain effective and timely follow-up systems and verify transactions with customers.
- Effectively utilize technology to perform assignments and requests.
- Draft and send correspondence, and perform other tasks of a service nature as assigned.
Requirements
- Licensed required in North Carolina for Property and Casualty
- Minimum of 3 years experience in personal lines
- Bilingual in English and Spanish
- Excellent communication skills; verbally and written
- Detail oriented and able to maintain compliance standards
- Must be dependable, provide timely response, and complete work activities.
Benefits
- Competitive salary between $40,000 and $50,000 with bonus opportunities
- Paid License renewal and continuing education
- Recognition and rewards
- Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
- Vision, Dental, HSA/FSA, & Life Insurance
- Paid time off (vacation & sick time)
