LifeStore Bank & Insurance

LifeStore Bank is a hometown bank, and we embrace the local community. Our employees live in the towns where they work, volunteer in their communities, coach youth league teams, serve on local boards, and take pride in helping their neighbor.  Decisions are made locally, and you’ll get a live person when you call or send in a question. We are currently looking for the following positions. Join our team!

• Commercial Lines Account Manager
• Cybersecurity Network Engineer
• Risk Management Specialist – Fraud Prevention 

Commercial Lines Account Manager

Job Description: 
The CL Account Manager is responsible for providing assistance to new and existing 
commercial insurance customers. In addition, the Account Manager will maintain client 
information in AMS360 insurance database and perform other office administrative 
functions. 

Primary Job Functions may include: 

• Opening and preparing office for daily work, including opening and distributing mail. 
• Providing efficient and courteous customer service, in-person and on the phone. 
• Processing new/renewal business, including reviewing for accuracy, collecting email 
  addresses and invoicing. 
• Corresponding with company underwriters, negotiating insurance pricing and coverage based on personal knowledge or at Producer’s request. 
• Receiving and recording payments, then forwarding to correct companies; balancing 
  cash drawer and preparing bank deposit. 
• Processing all activities, including new claims, claim updates, endorsements, renewals & cancellations in our agency management database system- AMS360. 
• Processing submissions for new and remarketed business and sending appropriately to designated companies. 
• Reviewing assigned client files at expiration and addresses coverage gaps in order to 
  protect our clients’ assets and retain our existing business. 
• Reviewing renewal lists with and providing support to the Producers, including providing renewal information to the client as needed. 
• Requesting and sending loss runs to designated requesters. 
• Completing appropriate Certificates of Insurance and Evidence of Property as needed. 
• Scanning and attaching non-downloading policies, emails and audits. Filing documents in timely manner and keeps computer files up to date. 
• Following and being familiar with Procedures Manual and attending company meetings. 
• Making referrals to other LifeStore divisions through CRM. 
• Keeping current on requirements for NC insurance license continuing education. 

Minimum Qualifications 

• High School diploma or equivalent. 
• P & C license or willingness to obtain within 90 days. 
• Strong verbal and written communication skills with attention to detail. 
• Interpersonal skills to build and maintain professional supportive relationships with 
  customers and team members. 
• PC and keyboarding skills, including experience with Windows operating systems.

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