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
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