Independent Insurance Agents of North Carolina
Client Associate for Commercial Lines
Independent Insurance Agents of North Carolina, Wilmington, North Carolina, United States, 28403
Wells Insurance Client Associate
Wells Insurance is one of the largest and most established insurance agencies in North Carolina. Currently representing A+ rated regional and national carriers and providing coverage to individuals and corporations in 36 states, we remain a community-minded, family-owned company. Become a part of the legacy and future of Wells insurance. We are thriving and growing after four generations and 100 years in business, helping our customers with all of their insurance needs. Our company is focused on creating a supportive atmosphere, balancing work and life needs, having fun, and giving back to our community. Wells Insurance is seeking a highly motivated, detail-oriented, and computer-proficient Client Associate for our Commercial Insurance division, located in Wilmington, NC. Most important to us is that you are a solid team member who can facilitate positive and productive client experiences. Responsibilities:
Process certificates at the direction of the Client Advisor Process incoming mail, email, and phone requests, responding promptly and appropriately Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution Follow up with carriers for receipt of endorsements Review and process endorsements, invoicing where necessary and updating the physical file with the changes made by the endorsement Process audits at the direction of the Client Advisor, invoicing when necessary Order loss runs Assist with spreadsheets and premium allocations on some accounts Follows all company and divisional SOP's regarding the Agency Operating System Maintains a courteous and effective relationship with clients, co-workers, carriers, and other business contacts Be self-motivated, ask questions, and work continuously to acquire the knowledge of Commercial insurance necessary to perform the job Assist with special projects as required by the Director or Performance Manager Job Requirements:
Valid North Carolina Property & Casualty insurance license Excellent communication and interpersonal skills Proficient in Microsoft Office
Excel, Word & Outlook Strong problem-solving skills Ability to work independently Organized, detail-oriented, and timely Willing to learn Ability to pass a background check We Offer:
Access to the knowledge, insight, and relationships that we have developed over our 100+ years of business excellence. Pay based on your experience. Paid ongoing training and continuing education credit hours and additional licensing. Medical Insurance Dental, vision, short and long-term disability, life, and critical illness insurance. Company sponsored 401(k) plan with matching company contribution. Paid Time Off Paid Volunteer Leave Paid Holidays Hybrid work schedules PLUS: Fun perks like themed celebrations, community give-back events, and the infamous Wells Corporate Cup competition!
Wells Insurance is one of the largest and most established insurance agencies in North Carolina. Currently representing A+ rated regional and national carriers and providing coverage to individuals and corporations in 36 states, we remain a community-minded, family-owned company. Become a part of the legacy and future of Wells insurance. We are thriving and growing after four generations and 100 years in business, helping our customers with all of their insurance needs. Our company is focused on creating a supportive atmosphere, balancing work and life needs, having fun, and giving back to our community. Wells Insurance is seeking a highly motivated, detail-oriented, and computer-proficient Client Associate for our Commercial Insurance division, located in Wilmington, NC. Most important to us is that you are a solid team member who can facilitate positive and productive client experiences. Responsibilities:
Process certificates at the direction of the Client Advisor Process incoming mail, email, and phone requests, responding promptly and appropriately Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution Follow up with carriers for receipt of endorsements Review and process endorsements, invoicing where necessary and updating the physical file with the changes made by the endorsement Process audits at the direction of the Client Advisor, invoicing when necessary Order loss runs Assist with spreadsheets and premium allocations on some accounts Follows all company and divisional SOP's regarding the Agency Operating System Maintains a courteous and effective relationship with clients, co-workers, carriers, and other business contacts Be self-motivated, ask questions, and work continuously to acquire the knowledge of Commercial insurance necessary to perform the job Assist with special projects as required by the Director or Performance Manager Job Requirements:
Valid North Carolina Property & Casualty insurance license Excellent communication and interpersonal skills Proficient in Microsoft Office
Excel, Word & Outlook Strong problem-solving skills Ability to work independently Organized, detail-oriented, and timely Willing to learn Ability to pass a background check We Offer:
Access to the knowledge, insight, and relationships that we have developed over our 100+ years of business excellence. Pay based on your experience. Paid ongoing training and continuing education credit hours and additional licensing. Medical Insurance Dental, vision, short and long-term disability, life, and critical illness insurance. Company sponsored 401(k) plan with matching company contribution. Paid Time Off Paid Volunteer Leave Paid Holidays Hybrid work schedules PLUS: Fun perks like themed celebrations, community give-back events, and the infamous Wells Corporate Cup competition!