Insurance Agency Account Specialist

Gate City Bank•Fargo, ND

10d•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 strengthen the reputation of Gate City Insurance Agency through excellent customer service. The position is on-site at the Fargo Corporate Office, with hours of 8:00 a.m. to 5:00 p.m., Monday through Friday. The specialist answers service questions about personal and commercial insurance, including coverage, billing, renewal offers, endorsements, cancellations, and claims. They prepare accurate and efficient renewal proposals, communicate with customers by phone, and maintain productive relationships with agency colleagues and insurance carrier personnel. The role also includes assisting with training events and marketing items as needed, maintaining required licenses and continuing education, and complying with company policies and applicable laws and regulations.

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 the ability to obtain them within 60 days of employment if not active at hire.
Attention to detail and accuracy.
Ability to provide excellent customer service and communicate effectively with customers and colleagues.
Ability to understand personal and commercial insurance coverage differences among carriers.
Ability to exercise sound judgment and make timely decisions in a fast-paced environment.
Reliable attendance.

Nice To Haves

Associate degree.

Responsibilities

Process insurance changes accurately and promptly.
Answer customer questions about personal and commercial insurance coverage, billing, renewal offers, endorsements, cancellations, and claims.
Develop accurate and efficient insurance renewal proposals for customers.
Maintain working relationships with Gate City Insurance Agency team members and insurance carrier personnel, including underwriting, claims, and billing contacts.
Communicate with customers by phone, respond promptly to account inquiries, answer insurance questions, and proactively contact customers about time-sensitive account matters.
Assist Insurance Agents with proposals for current and prospective customers.
Assist with coordinating training events and marketing items as needed.
Maintain required licenses and registrations in good standing and complete continuing education requirements.
Understand coverage differences among insurance carriers to support optimal quotes and proposals.
Deliver exceptional service and maintain effective working relationships with colleagues, management, customers, vendors, and external partners.
Demonstrate reliable attendance, attention to detail, accountability, and sound judgment.
Use approved AI-enabled tools and technologies responsibly to support productivity, problem-solving, decision-making, and efficiency.
Comply with Gate City Bank and Gate City Insurance Agency policies, procedures, applicable laws, and regulations.