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Insurance Account Specialist (Commercial Insurance)
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$61k-78k (estimate)
Full Time 1 Week Ago
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First Citizens Bank is Hiring an Insurance Account Specialist (Commercial Insurance) Near Raleigh, NC

Overview: Responsible for the servicing and retention of insurance customers. Proactively works with customers to provide resources, offer services, and understand their evolving needs during the policy year and at renewal. Responds to daily inquiries and handles agency billing. Facilitates workflow and identifies sales growth opportunities. Responsible for the handling, processing, and servicing of new and existing insurance customers. Responsibilities:
  • Account Servicing - Responds to service requests and proactively identifies needs. Manages new and existing customer activities including policy check-in, renewals, cancellations, endorsements, and initial claim activity. Performs data entry, processing, and risk analysis. Ensures accuracy and compliance with all rules and regulations.
  • Sales & Support - Develops influential relationships with carriers and customers to achieve business goals and streamline service experience. Identifies sales, coverage, and additional opportunities for existing customers. Responsible for marketing, quoting, and proposal preparation of customer insurance programs. Key stakeholder in customer satisfaction and retention results.
  • Operations - Performs various operational tasks that occur during customer, carrier, and associate inquiries. Serves as primary point of contact for carrier and customer requests.
  • Reporting - Maintains customer notes, assuring proper follow-up and documentation through all elements of the relationship. Monitors claim activity for larger commercial risks and reports to appropriate parties as needed.
Qualifications:
    Bachelor's Degree and 0 years of experience in Support or Customer Service or Insurance Agency OR High School Diploma or GED and 4 years of experience in Support or Customer Service or Insurance Agency
    Preferred Area of Experience: P&C Insurance
    License or Certification Type: Property and Casualty License Required

Job Summary

JOB TYPE

Full Time

SALARY

$61k-78k (estimate)

POST DATE

05/07/2024

EXPIRATION DATE

05/23/2024

WEBSITE

firstcitizens.com

HEADQUARTERS

MILWAUKEE, WI

SIZE

3,000 - 7,500

FOUNDED

1898

CEO

RALPH GARCIA

REVENUE

$1B - $3B

INDUSTRY

Banking

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About First Citizens Bank

For more than 100 years, Raleigh, N.C. -headquartered First Citizens Bank has helped customers do more with the money they earn, save and invest. Along the way, weve built our company on such timeless values as integrity, hard work and taking the long-term view. In 1898, First Citizens began as the Bank of Smithfield in Johnston County, N.C. From a single office, First Citizens has grown to more than 550 branches in 19 states. First Citizens today is a full-service banking institution with more than 6,500 employees. Our parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), has more ... than $35 billion in assets. First Citizens is now the countrys largest family-controlled bank, with a record of stable leadership few institutions can rival. First Citizens offers: Traditional banking services. Essential business and professional services. Wealth management capabilities. Hundreds of branches and ATMs, a full-service telephone bank and sophisticated online and mobile banking offerings. For over 120 years, customers have trusted First Citizens with their money and their futures. And thats a trust weve always taken seriously. For every First Citizens customer, now and in the future, we make a simple promise: We will always live and work by the values that have distinguished First Citizens since the day we opened our doors. Forever First is our commitment to the people, businesses and communities who rely on us to be the best bank we can be. As we say, Money isnt everything. But so much depends on what you do with your money. First Citizens Bank. Forever First. Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). Equal Housing Lender Member FDIC More
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The following is the career advancement route for Insurance Account Specialist (Commercial Insurance) positions, which can be used as a reference in future career path planning. As an Insurance Account Specialist (Commercial Insurance), it can be promoted into senior positions as an Account Executive, Sr. - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Account Specialist (Commercial Insurance). You can explore the career advancement for an Insurance Account Specialist (Commercial Insurance) below and select your interested title to get hiring information.

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