Personal Lines Insurance Account Assistant

Keystone - High and Rubish Insurance

  • Chapel Hill, NC
  • Permanent
  • Full-time
  • 25 days ago
High and Rubish Insurance Agency is a well-established, independent agency in Chapel Hill looking for a motivated individual to support our personal lines team with daily operations and customer service. This is a part-time position with the potential to develop into a full-time role.PRIMARY ROLE:Assisting personal lines account managers with day-to-day maintenance and servicing of assigned accounts.DUTIES (including but not limited to):
  • Providing excellent customer service to clients by responding to inquiries and resolving issues promptly and professionally
  • Assisting account managers in preparing and maintaining client files, organizing documentation, and gathering client information
  • Maintaining a high level of accuracy and attention to detail in all tasks
  • Building relationships with customers, marketing representatives, and underwriters to help our team grow
  • Keeping up-to-date on industry trends, changes, and regulations
QUALIFICATIONS:
  • High school diploma or equivalent required, college degree preferred
  • Proficiency in Microsoft Suite
  • Relevant customer service and problem-solving experience
  • Excellent time management, organizational, and verbal and written communication skills

Keystone - High and Rubish Insurance