5+ years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Job Category:
Customer Service
See more jobs for students and recent grads who studied:
Commercial Insurance Account Specialist, Level I or II Job
First Citizens Bank | Greensboro, North Carolina
Tell Us More About Your Job Preferences
By telling us what you think of this job, we can help find jobs that match your interests. If you want to see more jobs like this, click on the smiley face. Or if this job isn't what you are looking for, click the frowny face. Learn More...

Follow This Company

Job Description

Commercial Insurance Account Specialist, Level I or II
Use your LinkedIn Profile to help you apply faster!
Apply with LinkedIn

Job ID #: 29073
Location: NC-Greensboro
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: Greensboro
Department Name: Insurance Services

Position Description

**This role can be filled as either a Level I or a Level II, depending on experience**

Commercial Insurance Account Specialist:

This Account Manager role is the backbone of our commercial insurance service team working directly with the production team and customers to understand their exposures and provide critical service support for their commercial insurance needs. The successful candidate will have the ability to form strong relationships with co-workers, customers and insurance carrier partners. Additional skills will include: excellent verbal and written communication skills, the ability to prioritize work and manage time effectively.

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

Responsible for supporting the underwriting of new applications, obtaining competitive market quotes either by on-line quoting systems or via carrier submission process, and for the creation of the agency's insurance proposal to the customer in a timely manner.

Provides appropriate risk analysis by uncovering insurance needs of existing clients and supporting the cross sale of coverage with the production team.

Maintains thorough and accurate client notes and assures proper follow up and documentation primarily through the agency's management system.

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

Monitors outstanding premiums for direct bill customers ensuring compliance with guidelines in accordance with the agency's policies.

Actively participates in sharing educational topics, developing communication tools and support training initiatives as required.

Pursues additional insurance knowledge and expertise through various resources.

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.

First Citizens Bank is one of the top financial services providers in the nation, recognized and awarded for our customer satisfaction, sustainable profitability, and overall stability and security. Our associates make First Citizens Bank a great place for our clients to do business. Those who grow, achieve and succeed with First Citizens Bank are those who share our core values of integrity, service excellence and stability.


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.