Job description

We are a Growing Property & Casualty Insurance Agency looking to expand our Client Account Manager team in the Raleigh North Carolina area.

Position Requirement: You will need to have at least 5 years of Insurance customer service experience, in a business-to-business environment and be proficient in Microsoft Office Suite (Outlook, Word, Excel).

Whether It’s Right for You

We need individuals on our team who enjoy having the autonomy to troubleshoot and solve a customer's issue and have experience doing so.
You enjoy a fast-paced, high-growth start-up environment and are excited about the opportunity for impact.
Everything we do is connected, but we each have different roles. That means we need you to be flexible and very detailed oriented.

The Day to Day

Speaking and communicating with our customers to answer questions and creatively solve problems related to their workers' compensation insurance policies.
Accepting and processing payments as well as issuing new policies.
Generating and distributing certificates of insurance (COIs) and waivers of insurance.
Tracking and following up on non-payment to ensure resolution or initiate cancellation.
Marketing, Quoting and Servicing Commerical Insurance Clients.

The Right Stuff

We Hear You Smiling. You answer the phone with a smile, ready to handle whatever the customer needs. Your focus is on the customer to listen and understand what is being asked.
Efficient. You can quickly, accurately capture a high volume of information in multiple systems. You can organize and prioritize and ensure that things are taken care of for our customers and for InsuranceMobile.com.
Calm Under Pressure. You are skilled in calmly defusing difficult situations and unhappy customers in service of turning frustration into joy.
Computer Savvy. You will be required to work on a number of platforms to get things done, as well as be very comfortable working in the MS Office suite.
Operational Detail. You understand the importance of following a process and checking your work to ensure it is complete and correct. You’re a problem solver and enjoy a challenge!
Prior Experience. Prior experience in insurance, credit, lending, and/or financial services, and/or working in insurance agencies.

Working at Our Agency

You expect to challenge others and to be challenged—and you know how to collaborate for the best outcome.
Your communication style is candid and compassionate and clear.
You share your knowledge. We aren’t here to compete with one another; we are in it to win together.
You share our passion for the small business community.
Ability to read, write, and speak in English
Education – High school diploma required; some college-level coursework preferred
Excellent organization and prioritization skills
Strong mathematical and analytical skills
High School diploma or equivalent
Office experience 5 years a must

Email a resume, references, and cover letter.

Job Requirements

Candidates must have a minimum of 5 years of work experience.
Candidates must have at least 5 most current years of Commercial and/or Personal Lines Property & Casualty insurance experience.
Spanish Bi-lingual is not required but is preferred

To be considered for this opportunity, please APPLY NOW!

If this sounds good to you, email your resume and cover letter.

Please provide your SALARY HISTORY and MINIMUM SALARY REQUIREMENTS so we can determine an appropriate contract prior to the interview.

The salary will be based on experience.

Piedmont Triad Insurance Agency

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