Commercial Lines Insurance Account Manager - Keystone - High and Rubish Insurance

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

PRIMARY ROLE:               

Day-to-day maintenance and servicing of assigned commercial 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 by providing extraordinary client service 

DUTIES (including but not limited to):

• Applying problem-solving techniques to various issues concerning cancellations, claims, renewal issues, and carrier issues
• 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 & EDUCATION: 

• Appropriate state license(s). Minimum 3 years’ insurance or equivalent experience preferred.  
• Customer service, sales and problem-solving experience a plus.
• Excellent time management, organizational, and verbal and written communication skills
• High degree of self-motivation and self-direction