What are the responsibilities and job description for the Licensed Personal Lines Insurance Account Manager position at Owens Insurance Agency & Financial Services?
Benefits:
Owens Insurance Agency is an independent insurance agency that has been in business for over 25 years. Our agency offers personal and commercial insurance, as well as, financial products. We strive to get to know our customers and their needs and serve them in a professional manner. We pride ourselves in maintaining solid customer relationships by being our client's trusted insurance advisor.
Benefits
We are seeking an energetic, experienced and motivated individual to service our existing personal lines clients. This individual will be responsible for reviewing existing customer accounts, reviewing coverages and conducting renewal reviews. The position will also include assisting with billing inquiries, underwriting memos, documentation, etc.
Responsibilities
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Owens Insurance Agency is an independent insurance agency that has been in business for over 25 years. Our agency offers personal and commercial insurance, as well as, financial products. We strive to get to know our customers and their needs and serve them in a professional manner. We pride ourselves in maintaining solid customer relationships by being our client's trusted insurance advisor.
Benefits
- Extensive Health Insurance
- 401K with up to 4% employer match
- Paid time off and holidays
- Opportunity for bonus pay
We are seeking an energetic, experienced and motivated individual to service our existing personal lines clients. This individual will be responsible for reviewing existing customer accounts, reviewing coverages and conducting renewal reviews. The position will also include assisting with billing inquiries, underwriting memos, documentation, etc.
Responsibilities
- Assist customers with their current policies, benefits, claims, etc.
- Review existing policies, coverage limits, evaluate replacement costs, process policy changes, etc.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
- Establish and develop strong client relationships to maintain agency retention and client loyalty
- Hold a North Carolina Property and Casualty Insurance license
- Minimum of two years personal lines insurance experience
- Demonstrate strong knowledge of insurance products, coverages, and underwriting procedures
- Excellent communication and interpersonal skills
- Proficiency in technology including Microsoft Office and agency management systems