Account Manager
NC Farm Bureau
Durham, NC US
Posted ago
NC Farm Bureau

The candidate must possess strong people skills and be able to work with the public and coworkers in a professional manner. Must be able to obtain and maintain a Property/Liability license (paid for by the company), promote and market insurance and related products, schedule appointments, perform general office duties (answering telephone, recording and distributing messages, maintaining customer records, and operating computer for purposes of data entry, word processing, spreadsheets, email, and internet) and customer service.

Work hours are Monday-Friday, 8-5 pm in the office. 

Employer performs a credit check and aptitude test and is an equal opportunity employer.

Responsibilities

  • Must obtain NC Property & Casualty insurance licenses within 3 months of hire and attend required training schools. Farm Bureau will pay for pre-licensing courses, related licensing expenses, and exams.
  • Must actively solicit, promote, and market NCFB Property/Casualty and Farm Bureau Bank products as well as review existing member’s accounts and complete paperwork required to process rewrites/updates, renewals, and new business.
  • Perform underwriting functions as set forth in the company guidelines as it relates to existing clients with the ability to interpret policy coverage and provisions.
  • Advise and/or counsel clients concerning policy coverage; negotiate, solicit, change coverage and bind additional coverage for clients’ existing policies in conjunction with the agent on record.
  •  Schedule appointments as requested by Agent/Agency Manager; maintain a referral and expiration date system for future new business sales opportunities.
  • Abide by all company rules, regulations, and procedures for servicing insurance products, and underwriting standards, all of which may be subject to periodic changes by the company.
  •  Protect and preserve all proprietary information obtained and in possession including names, addresses, and ages of policyholders of the company, types of policies, amounts of insurance or premiums, expiration or renewal dates of policies, policyholder listings, and policyholder information by computer, print form, or by any other media which are company trade secrets and the sole and exclusive property of the company.
  • Observe and comply with insurance laws and regulations of the State of North Carolina.
  • Provide office support and member service by assisting members, clients, and potential clients when necessary due to staff shortages and periods of above-average activity. 
  • Limited travel is required for meetings and training.

Qualifications

  • Prior insurance experience and knowledge are preferred, but not required.
  • Interpersonal skills.
  • Organization and communication.
  • Self-starter.
  • Takes direction well, especially while in the training process.

Compensation
$18 - $20 hourly
About NC Farm Bureau

At NC Farm Bureau Insurance, we believe insurance is more than a product, it’s a service. That’s what makes us different. That’s why every customer gets a dedicated, local agent who will get to know you and your unique needs and be there for you if a loss occurs.


Farm Bureau has a great benefits package with FMLA, pension, vacation, and sick time.

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