Independent Insurance Agents of North Carolina, Inc. (IIANC)

Producer

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients
• Foster and maintain excellent relationships with clients and prospects
• Anticipate, respond to, and follow up on all existing client needs
• Actively partner, network, and plan for new clients and business opportunities
• Monitor, review, and report on key metrics
• Collaborate with team members, mentor staff, provide expertise and answer questions
• Support and prepare clients for renewal and retention

Commercial Lines Producer

Account Manager

• Be the trusted advisor clients will turn to for policy updates, complex questions, and critical issue resolution
• Provide expert guidance during claims, working seamlessly with clients and adjusters
• Conduct comprehensive business risk assessments and craft tailored insurance solutions
• Analyze and optimize existing insurance programs to maximize client protection
• Identify coverage gaps and growth opportunities across your portfolio
• Lead all renewal negotiations and account expansion initiatives for your clients
• Mentor team members and share your expertise across departments
• Maintain detailed client records in our agency management system
• Participate in strategic planning sessions and process improvement initiatives

Senior Commercial Lines Account Manager

• Maintain and maximize profitable relationships with personal lines clients
• Grow the book of business through new client sales
• Identify, qualify, and develop personal insurance opportunities with new and existing clients
• Foster and maintain excellent relationships with clients
• Actively prospect, round accounts, and solicit increases in coverage
• Process quotes and bind insurance coverage
• Present policies to insured and educate them on coverages and rates
• Support clients for renewal and retention

Personal Lines Producer

• Manage accounts effectively by building relationships with clients
• Deliver and explain policy coverage; recommend changes
• Obtain signed applications per agency requirements
• Respond to policy coverage-related questions
• Quality check and review all policies received from carriers
• Maintain client files in management system and perform transactions
• Assist in processing new business and renewals
• Participate in seminars and training for professional development

Group Benefits Account Manager

• Independently manage a book of business of key clients and serve as a subject matter expert/advisor for all aspects of managing the accounts of assigned clients.
• Possess superior product knowledge and know specific products offered by the agency's carriers.
• Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications.
• Expertly explain policy coverages and recommend additions/changes to client’s insurance programs.
• Promptly respond to policy coverage related questions.
• Investigate and resolve issues of significance for client.
• Handle elevated complaints from clients.
• Prepare and deliver stewardship reports to include risk mitigation efforts such as claims analysis and loss trends; experience mod analysis and trends; and other information to help with predictive modeling.
• Oversee the renewal process and coordinate setting strategy with the client, Sales Executive, and Marketing.
• Ensure timely renewal of all policies.
• Direct client service requests to the Account Manager, to include the issuance of proofs of insurance and processing of change requests, in accordance with agency guidelines, workflows and standards.
• Identify opportunities to cross-sell and up-sell in partnership with the Sales Executive by determining which products best meet clients’ needs.
• Maintain client files within the agency management system for file documentation according to established workflow and procedures.
• Participate in interviewing and hiring decisions.
• Participate in seminars and other training and continuing education sessions to maintain required licenses and designations, skill and leadership development, and those aimed at avoiding potential errors and omissions situations.

Commercial Insurance Account Manager

• Assist clients with service and risk management needs
• Perform renewal review process
• Responsible for sales of personal insurance products to existing clients
• Determine reasons for requests for cancellations
• Maintain proper level of communication with clients and companies
• Participate in seminars and training for knowledge and skills development

Commercial Lines Producer

Senior Commercial Lines Account Manager

Personal Lines Producer

Group Benefits Account Manager

Commercial Insurance Account Manager

Personal Insurance Account Manager