Insurance Agency Account Specialist

Location
Fargo Corporate Office

Job Description:

Work Location: Fargo Corporate Office

Work Location Type: On-Site

Hours: 8-5 M-F

Responsible for client retention and satisfaction by assisting clients in their daily insurance transactions and annual policy renewals. Responsible for assisting Insurance Agents with insurance proposals for current and prospective customers. This position will assist in growing the reputation of Gate City Insurance Agency with excellent customer service.

ESSENTIAL FUNCTIONS:

- Must be detail-oriented; provide excellent service by processing changes maintaining a high degree of accuracy and timely manner.
- Able to answer service questions including, but not limited to, coverages, billing, renewal offers, endorsements, cancellations, and claims regarding personal and commercial insurance.
- Maintain all licenses and registrations in good standing and complete all necessary continuing education requirements.
- Develop insurance renewal proposals in an accurate and efficient manner for customer.
- Maintain a good working relationship with team members of Gate City Insurance Agency (the Agency).
- Maintain a good working relationship with personnel from the insurance carriers. Such insurance carrier personnel include but not be limited to individuals in underwriting, claims, and billing departments.
- Maintain communication with customers via phone, including responding promptly to account inquiries, answering insurance related questions, and proactively reaching out regarding time sensitive account matters for personal and commercial insurance.
- Assist with the coordination of training events and marketing items as needed.
- Exhibit ‘Brilliant at the Basics’ customer service skills and the ability to develop and maintain productive relationships with colleagues, management, and clients.
- In order to provide expected levels of service to Gate City Insurance customers, co-workers, and vendors, prompt and reliable attendance is an essential function of this position.
- Must comply with all Gate City Bank policies, procedures, applicable laws, and regulations.
- Understand the coverage differences for each insurance carrier regarding personal and commercial insurance to support an optimal insurance quote or proposal f or the Insurance Agent to present to the customer.

Other Duties:

- Deliver a consistently exceptional service experience for both team members and customers.

- Build and maintain effective working relationships with team members, leaders, customers, and external partners.
- Demonstrate reliability and accountability in attendance to support operational needs and service expectations.
- Comply with all Gate City Insurance Agency policies, procedures, and all applicable laws and regulations.
- Maintain a high level of attention to detail and accuracy in all responsibilities.
- Exercise sound judgment and make timely decisions in a fast‑paced environment.
- Utilize approved AI-enabled tools and technologies to enhance productivity, support problem-solving and decision-making, and drive efficiencies while exercising sound judgment and adhering to company policies, privacy standards, and responsible use expectations.

Education and Experience: High School Diploma or Equivalent required, Associate Degree preferred; 2+ years of previous insurance experience and/or related experience; or equivalent combination of education and experience.

Certifications: Property/Casualty and Life insurance licenses are required or ability to obtain within 60 days of employment if not active at time of hire.

EOE/including Disability/Vets

Member FDIC