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Insurance Services Representative (Commercial Insurance)
Insurance Services Representative (Commercial Insurance)-March 2024
Raleigh
Mar 18, 2025
ABOUT FIRST CITIZENS BANK
First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.
10,000+ employees
Financial Services
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About Insurance Services Representative (Commercial Insurance)

  Overview

  This position services the Bank's Insurance division by managing the coverage verification process for each customer. Ensures the accuracy of recorded policies to those received from carriers through processing and validation activities. Coordinates and communicates effectively with all parties involved.

  Responsibilities

  Support & Service - Performs data entry, processing, and risk analysis to place customer coverage. Supports sales team by maintaining accurate customer account information. Answers inquiries, resolves issues, and conducts other activities as related.Collaboration - Works directly with carriers and clients in completion of daily servicing activities. Liaises with carrier policy and accounting systems to consolidate information and resolve policy issues. Communicates successfully with customers regarding their coverage and accounts.Product Proficiency - Maintains insurance knowledge in order to meet customer needs. Recommends appropriate carrier and products to place coverage.Validation- Checks policy renewals and endorsements for accuracy, requesting corrections from carriers when necessary. Investigates and resolves delinquent or missing items on accounts.Qualifications

  High School Diploma or GED and 2 years of experience in Support or Customer Service or Insurance Agency OR N/A and N/A years of experience in Support or Customer Service or Insurance AgencyPreferred Area of Experience: P&C Insurance ServicesLicense or Certification Type: Property & Liability Insurance License Required

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