Account Manager - Bare Insurance

Posted on Jan 22, 2019 by Towne Insurance

Charlotte, NC 28201
Insurance
Immediate Start
Annual Salary
Full-Time
Essential Responsibilities:
  • Answers telephone calls from insured customers inquiring about endorsement requests, cancellations and claims
  • Processes transactions according to company procedures
  • Review bills when received and forward to customers
  • Processes audits according to office procedures
  • Quotes and prints finance agreements and follows office procedures
  • Handles insured customers? requests for certificates, prints them and mails or faxes them as needed
  • Ensures that client and policy information is up to date on the system and in accordance with procedures
  • Keeps P & C License active and increases insurance knowledge by attending continuing education classes
  • Attends internal office meetings as necessary
  • Assists the Senior Customer Service Representatives as needed
  • Handles other duties as assigned
  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills and Competencies:
  • Current P & C License
  • Excellent oral and written communication skills and cheerful personality
  • Strong attention to detail
  • Excellent telephone skills
  • Dependable and punctual
  • Computer skills (Word)
Desired Skills and Competencies:
  • Previous experience with insurance software
  • Previous experience with or training in Excel
  • Five or more years of independent Insurance agency experience
#CB
#insurance

Reference: 615057371

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