layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
Loading LAYIQ…
Job opportunity
Insurance Account Specialist (Commercial Insurance)
First Citizens Bank
Raleigh, North Carolina
Source: First Citizens Bank careers · View original posting
Employer job description
From First Citizens Bank's posting. “We” and “our” refer to the employer.
Overview
Responsible for the servicing and retention of new and existing insurance customers. Proactively works with customers to provide resources, offer services, and understand their evolving needs at an advanced level. Responds to daily inquiries and handles agency billing. Facilitates workflow and identifies sales growth opportunities. Responsible for the handling, processing, and servicing of new and existing insurance customers. Supports the training and mentoring of less experienced team members as needed.
Responsibilities & Qualifications
- Duties & Responsibilities: Account Servicing - Responds to service requests and proactively identified service needs. Manages new and existing insurance customer activities including policy check-in, renewals, cancellations, endorsements, and initial claim activity. Performs data entry, processing, and risk analysis at an advanced level. Ensures accuracy and compliance with all rules and regulations.
- Sales & Support - Develops influential relationships with carriers and customers to achieve business goals and streamline service experience. Identifies sales, coverage, and additional opportunities for existing customers. Responsible for marketing, quoting, and proposal preparation of customer insurance programs. Key stakeholder in customer satisfaction and retention results.