Account Advisor, Private Client Services
Account Advisor, Private Client Services
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Job Description
- Manage all account transactions including applications quotations ID cards proposals summaries endorsements cancellations certificates binders billing follow-up and correspondence on assigned accounts in accordance with the Agencys procedures and timelines.
- Service personal lines accounts in a manner that eliminates gaps in coverage thus reducing E&O exposure.
- Coordinate expirations so as to contact clients and obtain renewal information on assigned accounts in accordance with the Agencys timelines and procedures.
- Prepare quotations coverage summaries and comparisons proposals and recommendations needed to ensure clients and prospects understanding of coverage.
- If necessary obtain information deliver and/or present quotes to clients out of the office.
- Review new applications for underwriting acceptability completion and accuracy.
- Review new business renewals and endorsements to insure items were received as requested and processed accurately.
- Survey policy coverage and identify and work cross-selling and upgrading opportunities.
- Actively work toward helping producer(s) achieve assigned new business sales goals.
- Maintain client files on the agency management system(s) and use same for processing all transactions and to document conversations.
- Effectively utilize all carrier websites or programs required to quote or maintain policies for clients or prospects.
- Maintain an effective suspense system to follow up on outstanding orders correspondence reports and follow up on overdue and suspense items.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If youre looking for a career that offers flexibility job stability strong compensation and more then youve come to the right place! Working with an IIANC member agency is a great career choice!
IIANCs members are Trusted Choice independent insurance agencies located all across North Carolina. Youll find nearly 1000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents the demand for insurance professionals is growing every day! Is this career right for you
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
