Senior Insurance Account Representative (High Net Worth- Private Risk)

First Citizens Bank

Raleigh, North Carolina

JOB DETAILS
LOCATION
Raleigh, North Carolina
POSTED
30+ days ago
Overview:

This position supports Bank customers by reviewing and analyzing insurance risks at the highest level of service complexity. Determines coverage placements and recommends carriers, generating new revenue through upselling and referrals when appropriate. Responsible for administrative functions and oversight to facilitate workflow. May provide a leadership role for the work group through knowledge in the area of specialization.

Responsibilities:
  • Support & Service - Performs data entry, processing, and risk analysis to place customer coverage. Services substantial customer accounts, including high net worth clients. Identifies opportunities to support sales goals during the course of daily activities. Offers guidance on complex and escalated service issues.
  • Team Leadership - Mentors and trains team members. Assists in the communication of performance results and expected behaviors for success.
  • Collaboration - Works directly with carriers and customers in completion of daily servicing activities. Liaises with carrier support system to consolidate information and resolve policy issues. Communicates successfully with customers regarding their coverage and accounts.
  • Product Expert - Provides insurance expertise in order to meet customer needs. Recommends appropriate carrier and products to place coverage. Ensures accuracy of policies and endorsements, requesting corrections from carriers when necessary.
Qualifications:

Bachelor's Degree and 3 years of experience in Insurance Industry OR High School Diploma or GED and 7 years of experience in Insurance Industry

 

License or Certification Type: NC Property & Casualty Insurance License

RequiredSkill(s): Knowledge of insurance carriers, guidelines, and products, Ability to lead team members

 

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

 

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About the Company

F

First Citizens Bank

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. As the largest family-controlled bank in the United States, First Citizens is continuing a unique legacy of strength, stability, and long-term thinking that has spanned generations. Founded in 1898 and headquartered in Raleigh, N.C., First Citizens also operates a nationwide direct bank and a network over 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey. First Citizens Bank brings together personal service and powerful tools to help customers do more with their money – and make more of their future.  

Looking for a career with CIT? CIT is now a division of First Citizens Bank.

First Citizens Bank. Forever First®

COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
EMPLOYEE BENEFITS
Paid Sick Days, Prescription Drug Coverage, Professional Development, 401K, Flexible Spending Accounts, Retirement / Pension Plans, Life Insurance
FOUNDED
1898
WEBSITE
https://www.firstcitizens.com