Mountcastle Insurance
Mountcastle Insurance is a privately owned, independent insurance agency with offices in Lexington, Mount Airy, and Winston‑Salem, NC. Mountcastle has provided insurance services in the Triad since 1890 serving commercial, group benefits, and personal lines clients.
SUMMARY The Personal Lines Account Manager assists in the production of new accounts and the retention of existing accounts. They are responsible for maintaining strong customer relationships by handling personal lines insurance coverage inquiries with speed and professionalism.
ESSENTIAL JOB FUNCTIONS
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
Work with prospects to pre‑qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Actively solicit increases in coverage or rounding out accounts at every service contact.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.
QUALIFICATIONS
Active North Carolina Property & Casualty License
Bachelor’s Degree or comparable work experience
2 years of account manager experience
Strong computer skills, experience with AMS360 preferred
Demonstrate strong customer focus and an excellent phone manner; display written and verbal communication skills
Have a strong sense of urgency, attention to detail, organization, multi‑tasking, and follow‑up skills
Demonstrate knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
BENEFITS
Bonus opportunities
Unlimited commission potential
Personal, vacation time, & paid holidays
401(k) with company match
Continuing Education and training opportunities
#J-18808-Ljbffr
SUMMARY The Personal Lines Account Manager assists in the production of new accounts and the retention of existing accounts. They are responsible for maintaining strong customer relationships by handling personal lines insurance coverage inquiries with speed and professionalism.
ESSENTIAL JOB FUNCTIONS
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
Work with prospects to pre‑qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Actively solicit increases in coverage or rounding out accounts at every service contact.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.
QUALIFICATIONS
Active North Carolina Property & Casualty License
Bachelor’s Degree or comparable work experience
2 years of account manager experience
Strong computer skills, experience with AMS360 preferred
Demonstrate strong customer focus and an excellent phone manner; display written and verbal communication skills
Have a strong sense of urgency, attention to detail, organization, multi‑tasking, and follow‑up skills
Demonstrate knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
BENEFITS
Bonus opportunities
Unlimited commission potential
Personal, vacation time, & paid holidays
401(k) with company match
Continuing Education and training opportunities
#J-18808-Ljbffr