We are looking for a producer that's looking to grow professionally. We are a family owned, full service, Independent Insurance Agency located in Southport, NC. We offer P&C insurance solutions for both personal and commercial clients. We are seeking an experienced Account Manager to team up with our sales team to help service, process, and grow their book of business. *Applicants without a current NC P&C license will not be considered.* Come grow with us in our Southport office. We can offer you a great opportunity with the ability to grow quickly in your professional career.
The Insurance Account Manager/Producer is responsible for handling all aspects of service and processing within a sales team. This position works effectively with all members of the sales and service team to provide a high level of customer satisfaction. There will be an opportunity to sell insurance products as well. This position is also responsible for carrying the organization’s reputation and professional manner of conducting business into dealing with colleagues, customers and carriers.
*Standards of Performance*
* Actively supports and incorporates company mission and core values into daily activities.
* Demonstrates leadership skills and continually leads by example.
* Maintains a positive and respectful attitude with fellow colleagues.
* Works as a team member to achieve profit center goals and overall company goals.
* Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity.
* Maintains confidentiality of all information related to clients, customers, colleagues, carriers, or as appropriate, other information.
* Is dependable and consistently reports to work on time prepared to perform duties of the position.
* Participates in networking events which may be after normal business hours
*Essential Functions*
Independently manage assigned book of business to ensure optimal retention and allow for overall growth.
Conduct account reviews which includes analyzing coverage, quoting, offering appropriate options and actively soliciting referrals for additional lines of business.
Process, maintain, prepare new and renewal accounts for marketing, placement and delivery.
Update and maintain customer information in the agency management system accurately and efficiently.
Collaborate with colleagues to identify and act on up sell and cross sell opportunities with existing customers within the organization.
Adhere to and comply with organization policies and procedures, sales and service standards, and established workflows.
Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization error and omission standards.
Maintain a concern for timeliness, accuracy and completeness when interacting with customers, colleagues and carriers.
Handle independently or work closely with designated sales and service team to ensure customer service needs are addressed in effective and efficient manner.
Actively participate in organization initiatives and support core values including community involvement.
*Knowledge, Skill & Abilities*
College degree preferred or equivalent experience. Must have at least 2 years of insurance related experience with an active North Carolina P&C license. Automation knowledge and skills. Proficient in Microsoft Office - Word , Excel, and PowerPoint. Has the ability to work independently in a fast paced environment. Excellent multi-tasking and organizational skills required.
*Physical Demands/Working Environment*
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee is regularly required to see, hear, and project voice well enough without amplification.
There is frequent need for the employee to stand, sit, walk, repetitive small motor activity, use hands and fingers, and reach with hands and arms.
The employee is occasionally required to lift and carry up to 20 pounds; to stoop, kneel, crouch, and to ascend and descend stairs.
This position requires a high energy level and ability to handle stress-related situations on a daily basis.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities.
High-pressured fast paced environment with significant disruption.
Occasional travel may be required.
This position description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise, or as required.
*Compensation/Benefits*
A competitive base salary plus quarterly bonus potential. Paid vacation/sick leave, paid holidays, and retirement plan with employer's match.
Please send compensation expectations with resume.
Thanks,
Jonathan Peele, CIC
President
4831 Port Loop Rd, Suite 4, Southport, NC 28461
Phone: (910) 454-0707 / Fax: (888) 857-8893
jonathan@coastlineinsurance.com