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Commercial Insurance Account Specialist I Job
First Citizens Bank | Raleigh, North Carolina
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Job Description

Commercial Insurance Account Specialist I
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Job ID #: 28926
Location: NC-Raleigh
Functional Area: Insurance
Employment Type: Full-Time Non-Exempt
Education Required: High School Diploma
Experience Required: 6 years
Days and Hours: M - F 8:00 AM - 5:00 PM
Physical Address: 4300 Six Forks Road
Department Name: Insurance Services

Position Description

The Commercial Insurance Account Specialist will provide risk management services while uncovering sales and coverage opportunities to our larger insurance clients. This position supports Account Executives as needed in addition to our client's insurance needs as well as the agency's retention and growth strategies.

Principal Accountabilities:
Serves as primary commercial contact for customer requests such as: change requests, claims assistance, audits, renewals, billing inquiries, insurance verifications, claims assistance, cancellations, reinstatements and download reports if applicable.

Responsible for properly underwriting new commercial applications, obtain competitive market quotes either by carrier on-line quoting system or via carrier submissions process, and for the delivery of the agency's insurance proposal to the customer in a timely manner.

Provide appropriate risk analysis by uncovering and cross selling coverage opportunities from existing clients. Remarket existing policies as needed to support the agency retention strategy and further strengthen customer relationships.

Reports claim activity to the appropriate carriers and management as needed.

Monitors account receivables ensuring compliance with regulatory guidelines in accordance with the agency's policies and notifies appropriate management or executive management of delinquencies.

Maintains thorough and accurate client notes and assures proper follow up and documentation. Maintains current status with suspense

Actively participate in educational topics, newsletters and support training initiatives as required.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Position Requirements

Associate Degree with a minimum of 4 years commercial insurance experience required
High School Diploma or GED with a minimum of 6 years commercial insurance experience required.
Additional Requirements:
Carrier appointment is required for all associates in positions for marketing, production, commercial lines service, personal lines service, and group life health service.
Property and Casualty Insurance License.
Broker License

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.