Commercial Lines Account Specialist (Insurance) - Raleigh, NC

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Date :
Location :
Raleigh, NC US
Job ID :
Functional Area :
Insurance - Operations
Employment Type :
Full-Time Non-Exempt
Education :
See basic qualifications
Experience :
See basic qualifications
Days and Hours :
M-F 8-5
Physical Address :
8510 Colonnade Center Drive
Department Name :
Insurance Services
Position Description :
The primary function of this position is providing responsive personalized service to meet the overall insurance needs of our clients. This is accomplished by working in partnership with our producers, carriers and service partners to proactively assess client’s needs in ways that ensure we grow and retain our Commercial Lines book of business.

Essential Duties and Responsibilities:
• Maintain a professional partnership with our producers, service partners, clients, company representatives and underwriters
• Build trusting client relationships and advise producers of additional or enhanced coverage for new business and renewal negotiation
• Provide in depth, attentive service to an assigned book of business for large commercial lines accounts
• Support producers in obtaining underwriting information for the marketing of new and renewal business
• Work with insurance company underwriters on new and renewal business to obtain the best insurance product for the client at competitive pricing  
• Monitor monthly expiration list closely and initiate renewal activity as established by internal procedures for assigned accounts
• Prepare and maintain complete and accurate marketing files/submissions in Agency Management System (Epic)
• Leverage company website portals for quoting, requesting changes and monitoring policy activities as appropriate
• Respond promptly to all service requests from clients and producers and maintain accurate client history in the Agency Management System (Epic)

Strategic Expectations:
• Seek opportunities to make qualified referrals to service partners, creating deeper client relationships
• Assist in maintaining agency’s retention and growth strategies
• Seek opportunities to proactively increase industry knowledge
• Support the overall strategic priorities by taking on additional responsibilities as needed

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.

*LI-KR1Basic Qualifications
Associate degree with a minimum of 4 years insurance experience required
High school diploma or GED with a minimum of 6 years insurance experience required.

Property & casualty license 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.

Preferred Skills
Independent agency experience preferred, specifically as it relates to marketing new and renewal business, preparing new business proposals and executing various client service requests.
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