Property & Casualty Account Manager

• HSA and FSA
• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Donation matching
• Employee discounts
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance
• Wellness resources

• Foster and maintain strong client relationships by providing timely and accurate follow-up, quotations, and general account support. 
• Respond to client inquiries regarding insurance policies, coverage, and policy changes. 
• Communicate policy updates, adjustments, and renewal information to clients. 
• Support new and existing clients by gathering necessary data, researching and presenting policy options, binding new coverage, canceling old policies, and collaborating with Supervisor on carrier negotiations. 
• Proactively identify new business opportunities through networking and maintaining partnerships via in-person, phone, online, or written communication. 
• Partner with clients to complete accurate submissions for marketing to carriers and obtain quotes for new and renewal business. 
• Analyze client needs to identify cross selling opportunities and proactively resolve service issues. 
• Create proposals and coverage summaries for clients. 
• Maintain client policies, including initiating endorsements and managing billing and collections. 
• Review policy audits, verify accuracy, and coordinate corrections between clients and carriers. 

• Review carrier quotes to ensure appropriate coverage and negotiate coverage changes or pricing as needed. 
• Create and manage new business and renewal applications and related tasks. 
• Process endorsements and certificates of insurance accurately and efficiently. 
• Review and assess coverage needs of existing clients at renewal or other points of change. 
• Send renewal communications, including letters and emails, to clients. 

• Use electronic task systems and renewal/expiration reports to maintain an organized and effective workflow. 
• Document client interactions, inquiries, and actions taken in accordance with Agency standards. 
• Maintain accurate records and ensure all procedures are properly followed and easily accessible. 
• Collaborate with team members, answer questions, and participate in formal and informal meetings as needed. 

• Strong track record in Property & Casualty lines to immediately step in and manage a book of business (usually 3-5 years of experience). 
• Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required 
• Manage multiple priorities in a fast-paced environment, consistently meeting required deadlines. 
• Apply critical thinking and sound judgment to quickly assess and prioritize key issues. 
• Demonstrate strong written and verbal communication skills and proficiency in Microsoft Word, Excel, and Outlook. 

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.