LifeStore Bank & Insurance
CL Job Description:
The CL Account Manager is responsible for providing assistance to new and existing commercial
insurance customers. In addition, the Account Manager will maintain client information in AMS360
insurance database and perform other office administrative functions.
Primary Job Functions may include:
- Opening and preparing office for daily work, including opening and distributing mail.
- Providing efficient and courteous customer service, in-person and on the phone.
- Processing new/renewal business, including reviewing for accuracy, collecting email addresses and
invoicing.
- Corresponding with company underwriters, negotiating insurance pricing and coverage based on
personal knowledge or at Producer’s request.
- Receiving and recording payments, then forwarding to correct companies; balancing cash drawer
and preparing bank deposit.
- Processing all activities, including new claims, claim updates, endorsements, renewals &
cancellations in our agency management database system- AMS360.
- Processing submissions for new and remarketed business and sending appropriately to designated
companies.
- Reviewing assigned client files at expiration and addresses coverage gaps in order to protect our
clients’ assets and retain our existing business.
- Reviewing renewal lists with and providing support to the Producers, including providing renewal
information to the client as needed.
- Requesting and sending loss runs to designated requesters.
- Completing appropriate Certificates of Insurance and Evidence of Property as needed.
- Scanning and attaching non-downloading policies, emails and audits.
- Filing documents in timely manner and keeps computer files up to date.
- Following and being familiar with Procedures Manual and attending company meetings.
- Making referrals to other LifeStore divisions through CRM.
- Keeping current on requirements for NC insurance license continuing education.
Minimum Qualifications:
High School diploma or equivalent.
P & C license or willingness to obtain within 90 days.
Strong verbal and written communication skills with attention to detail.
PL Account Manager Job Description:
The PL Account Manager is responsible for providing assistance to new and existing customers. In
addition, the PL Account Manager will maintain basic insurance database and other office
administration functions.
Primary Job Functions may include:
- Opening office and handling mail.
- Providing efficient, courteous customer service, in-person, digitally and on the phone.
- Processing new/renewal business, reviewing for accuracy, and invoicing when applicable.
- Book of business growth and retention with goals determined at annual review.
- Receiving, recording payments, forwarding to correct companies, balancing cash drawer and
preparing bank deposit.
- Processing all activities in our agency management database system- AMS360.
- Reviewing assigned client files at expiration to address coverage gaps in order to protect our clients’
assets and retain our existing business.
- Generating new sales through referrals, existing customers and making new contacts.
- Filing documents in a timely manner and keeping files up to date.
- Assisting Account Executive as needed.
- Following and being familiar with Procedures Manual.
- Keeping current on requirements for NC insurance license continuing education.
Minimum Qualifications:
- High School diploma or equivalent.
- Minimum of two years personal lines insurance experience desired.
- Active NC P&C licenses preferred or must obtain within 90 days of employment.
- Strong verbal and written communication skills with attention to detail.
- Preferred experience in Microsoft Office.
- Interpersonal skills to build and maintain professional supportive relationships with customers and
team members.
Physical and Mental Requirements:
- Must have the ability to work the hours and days required to complete the essential functions of the
position, as scheduled. Vision, hearing, dexterity, and speech are required. Ability to read, analyze
and interpret information related to position-related documentation and requirements. Other
normal office-related physical demands may be necessary.
- Must have the ability to listen, reason, think, concentrate and interact with others. The ability to
exercise self-control and work under stressful conditions is necessary. Must have the ability to
collect data and conduct research and solve position-related problems.
Employees are expected to perform other duties as assigned and directed by management and
adhere to all company and compliance policies and procedures. Job description and duties may
be modified when deemed appropriate by management.