Insurance Relationship Specialist
On-siteRaleigh, North Carolina, United States
Job Summary
Assist insurance specialists with routine software navigation, coverage selection, and carrier communications to ensure accurate frontline underwriting. Conduct policy retention by contacting members for rate and coverage reviews and rewriting policies as needed. Resolve standard compliance issues to ensure accurate documentation and alignment with carrier and agency standards. Provide direct phone assistance to members for policy servicing needs and new business inquiries, while running quotes and issuing policies for specialized lines where specialists lack system access. Resolve foundational policy and business-related inquiries for agency staff within the internal support queue. Requires a bachelor's degree in Communications, Business Management, Finance, Risk Management, or Mathematics, plus two years of Property and Casualty insurance sales and service experience. Active North Carolina Personal Lines or Property & Casualty licenses are required or must be obtained within one month of hire.
Required Qualifications
- Bachelors
- in-depth knowledge of Property and Casualty Insurance industry
- responsibilities to the policyholders
- experience working with multiple insurance carriers in an agency management system
- ability to build and maintain relationships with carriers, peers and members
- Minimum of two years of experience in property and casualty insurance sales and service
- active North Carolina Personal Lines or Property & Casualty licenses
- obtain those licenses within 1 month of hire
- Must work independently
- proficient with carrier systems and processes
- Sitting for prolonged periods
- Carrying up to 15 lbs
- Lift up to 15 lbs
- Push/Pull up to 15 lbs
- Telephone for prolonged periods
- Computer for prolonged periods
Desired Qualifications
- Certified Insurance Counselor (CIC) designation
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