Insurance Agency Account Specialist

Gate City Bank•Fargo, ND

22h•Onsite

About The Position

The Insurance Agency Account Specialist supports client retention and satisfaction by assisting with daily insurance transactions and annual policy renewals. The role also assists Insurance Agents with proposals for current and prospective customers and helps build Gate City Insurance Agency’s reputation through excellent customer service. The specialist answers questions and processes account changes related to personal and commercial insurance, prepares renewal proposals, communicates with customers and insurance carrier personnel, and supports training and marketing activities as needed. The position requires accurate, timely work, reliable attendance, sound judgment, and compliance with company policies, applicable laws, regulations, privacy standards, and responsible-use expectations for approved AI-enabled tools.

Requirements

High school diploma or equivalent.
At least 2 years of previous insurance experience and/or related experience, or an equivalent combination of education and experience.
Property/Casualty and Life insurance licenses, or ability to obtain them within 60 days of employment if not active at hire.
Detail-oriented approach and ability to process changes accurately and promptly.
Excellent customer service, communication, and relationship-building skills.
Reliable attendance and ability to exercise sound judgment in a fast-paced environment.

Nice To Haves

Associate degree preferred.

Responsibilities

Process insurance changes accurately and promptly.
Answer service questions about coverages, billing, renewal offers, endorsements, cancellations, and claims for personal and commercial insurance.
Maintain required licenses and registrations in good standing and complete continuing education requirements.
Develop accurate and efficient insurance renewal proposals for customers.
Maintain productive working relationships with Gate City Insurance Agency team members and insurance carrier personnel, including contacts in underwriting, claims, and billing.
Communicate with customers by phone, respond promptly to account inquiries, answer insurance-related questions, and proactively address time-sensitive account matters.
Assist with coordinating training events and marketing items as needed.
Provide excellent customer service and develop productive relationships with colleagues, management, clients, vendors, and external partners.
Maintain prompt and reliable attendance to support service and operational needs.
Comply with company and agency policies, procedures, applicable laws, and regulations.
Understand coverage differences among insurance carriers for personal and commercial insurance to support quotes and proposals presented by Insurance Agents.
Exercise sound judgment, make timely decisions, and maintain attention to detail and accuracy in a fast-paced environment.
Use approved AI-enabled tools and technologies to improve productivity, problem-solving, decision-making, and efficiency while following policies, privacy standards, and responsible-use expectations.