- 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 the agency management system.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.
- Hold the insurance license required by North Carolina and have a minimum of two years personal and commercial lines insurance account management experience, or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and possess excellent math and reading skills to accurately perform simple calculations.
- Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
- Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
- Technology and Computer proficiency including agency management systems.
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with Rockingham Insurance Agency is a great career choice!
Our agency is built with compassionate staff who strive everyday to assist our customers with their specific insurance needs.
Rockingham Insurance Agency, is a fun fast-paced agency with the leading technology solutions that assist in providing excellent customer service. If you are looking for a great opportunity come join our team!
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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