High and Rubish Insurance Agency is a well-established, independent agency in Chapel Hill looking for a career-oriented individual to join the agency as a personal lines account manager.

PRIMARY ROLE:

Day-to-day maintenance and servicing of assigned personal lines accounts, including but not limited to:

• Maintaining a high level of client service and satisfaction
• Marketing and placement of renewal accounts as appropriate
• Achieving agency account retention goals through proactive account rounding, upselling of limits and coverages, and providing extraordinary client service 

DUTIES (including but not limited to):

• Handling client accounts and applying problem-solving techniques to various issues concerning cancellations, claims, renewals, and carriers
• Building and maintaining relationships with customers, marketing representatives, and underwriters to help our team grow
• Maintaining and updating client files to ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc.
• Responding to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Participating in courses for insurance/sales skills. Maintaining current knowledge of underwriting requirements of carriers. Keeping current with industry trends by reading appropriate journals and company bulletins.

QUALIFICATIONS: 

• Appropriate state license(s). Minimum three years of insurance or equivalent experience preferred.
• Relevant knowledge of lines of personal insurance, agency operations, and risk assessment/management techniques
• Customer service, sales, and problem-solving experience
• Excellent time management, organizational, and verbal and written communication skills
• High degree of self-motivation and self-direction