Insurance Sales Support Consultant

First Citizens Bank•Raleigh, NC

7d•Hybrid

About The Position

The Insurance Sales Support Consultant manages the small business and personal insurance customer experience and information. Provides oversight of the interaction between key processes, assuring accuracy and timeliness of data. Builds and manages internal and external relationships to drive departmental success. Provides information and reporting to allow strong management of the department and its processes. Identifies issues, develops solutions and manages program enhancements.

Requirements

Bachelor's Degree and 3 years of experience in Property & Casualty Insurance OR High School Diploma or GED and 7 years of experience in Property & Casualty Insurance
Property & Casualty Insurance License Type Required

Nice To Haves

insurance sales experience
customer service insurance sales experience
experience using warm leads and Agency Management system (Epic)
Strong organizational skills
Strong communication skills, both oral and written
Preferred candidate is results driven, self starter, motivated

Responsibilities

Process Support - Oversees the interaction, customer transition and information flow (including system capture of data) between department staff, key third parties (i.e. insurance carriers, outsource partners, bank associates) and the agency management system. These efforts are directed at establishing and managing efficient and effective processes, adhering to compliance requirements and meeting data needs. The target result being a positive customer and partner experience and strong agency growth performance.
Reporting - Produces reports based on performance tracking and key data points. Identifies trends, discrepancies, and areas of needed improvement and works to develop results oriented solutions and improvements.
Relationship Development - Develops and maintains relationships with associates, and third parties.