Senior Insurance Account Representative (REMOTE- High Net Worth Insurance)

First Citizens Bank
Raleigh, United States
$56.8K-$75.7K a year
Remote
Permanent
Full-time

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 onplex and escalated service issues.

  • Team Leadership - Mentors and trains team members. Assists in themunication of performance results and expected behaviors for success.
  • Collaboration - Works directly with carriers and customers inpletion of daily servicing activities. Liaises with carrier support system to consolidate information and resolve policy issues.

municates successfully with customers regarding their coverage and accounts.

Product Expert - Provides insurance expertise in order to meet customer needs. Rmends 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 Required Skill(s) : Knowledge of insurance carriers, guidelines, and products, Ability to lead team members Preferred Qualifications : High Net Worth background

If hired in North Carolina, the base pay for this position is generally between $56,775 and $75,700 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law.

For some roles, totalpensation may also include variable incentives, bonuses, benefits, and / or other awards as outlined in the offer of employment.

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered aprehensive benefits program, with customized offerings, including those designed to support families, however defined.

More information regarding our benefits offerings can be found here : / / jobs.firstcitizens / benefits Job ID 22618

30+ days ago
Related jobs
Promoted
Insurance Doctor Agency of North Carolina, Inc.
Raleigh, North Carolina

The Personal & Commercial Lines CSR at Insurance Doctor is responsible for maintaining solid customer relationships by handling personal and commercial lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and...

Promoted
Adair Agency
Apex, North Carolina
Remote

Licensed Life and Health Insurance Broker with a path to agency ownership. Candidate will learn or have experience in using life/health insurance for mortgage protection, disability, debt elimination, infinite banking, smart start, retirement, and/or long term care. We are a family-owned independent...

Promoted
Allstate - The Wright Agency
Fuquay-Varina, North Carolina

Are you looking to start a sales career? We want the highly motivated and convincing job seekers to. Develop insurancequotes, makes sales presentations, and closes sales. Foster strong relationships with our customers to maintain a high level of client retention and product loyalty. Prospects for ne...

Brown & Brown Insurance
NC, US
Remote

The Senior Account Manager supports Account Executives on an assigned book of business to execute strategy deliverables for the client, while working collaboratively with the Account Management Team and when necessary, assigning specific tasks to Account Managers. The Senior Account Manager is the p...

MCI, LC
NC, US
Remote

REMOTE LICENSED PROPERTY & CASUALTY INSURANCE AGENT. We are hiring licensed insurance agents who are positive, persuasive, and have the drive to succeed. Utilize systems and technology to complete account management tasks. Ideal candidates for this position are highly motivated, energetic, and dedic...

Lexitas Legal Talent Outsourcing
Raleigh, North Carolina
Remote

Our client, a prominent litigation firm, is seeking an Insurance Defense Associate to join their team. The ideal candidate will have 2+ years of Insurance Defense litigation experience. This is a partnership track position, and the position can be fully remote. ...

Lucas Agency, Inc.
Apex, North Carolina
Remote

Are you ready to become a part of a passionate team dedicated to unparalleled client service and personalized insurance solutions? As a Licensed Insurance Sales Representative, you will be the cornerstone of our client interactions, creating customized insurance plans and delivering friendly, knowle...

CyberCoders
Raleigh, North Carolina
Remote

We are a civil defense litigation firm specializing in construction defect, mold, environmental, product liability, premises liability, and other complex general liability matters for insurance companies, TPAs, self-insured clients, and business clients. Represent clients in insurance defense cases ...

Martin Agency Financial Group
Raleigh, North Carolina
Remote

High quality LEADS marketplace. Incredible company culture & highly developed leadership. We clients with: life insurance, mortgage protection, children’s life, final expense, retirement income options, and debt free solutions. Insurance provides protection for families. ...

Correll Insurance Group
Raleigh, North Carolina

The Commercial Lines Account Manager will provide a high level of sales support to the Producer and customer service to clients. The Account Manager will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of ...