Job Description
The Personal Lines Account Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels. The Account Manager will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities. They will be responsible for assisting clients with service needs and making changes to existing accounts. The Account Manager will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
Essential Duties and Responsibilities:
- Work directly with clients. Review and Process renewals; update all necessary items in management system and send to client as needed
- Maintain records according to Agency standards, ensure that procedures are properly followed, and that information is properly documented and readily accessible.
- Work directly with Producers to provide necessary client documents, checklists, and proposals
- Use support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation
Minimum Qualifications and Experience:
- 1 to 3 years experiences as a Personal Lines P&C Account Manager or similar is preferred
- Possess or able to obtain Property and Casualty Insurance License within 6-12 months of employment. Correll will assist in scheduling courses and cover the application and licensing fees along with covering the cost for bi-annual license renewals.
- Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required
Location:
Spartanburg, SC
CWS Insurance Agency
https://www.correllinsurance.com/insurance-offices/cws-insurance-agency-sc
Work Type:
Full-time, M-F
Executive Search Firms & Staffing Agencies: Correll Insurance Group (CIG) does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered CIG's property, and CIG will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting CIG's HR Department.
Correll Insurance Group has been in the Carolinas since 1931.
The local agents of Correll Insurance Group offer individual and business insurance solutions. We develop client relationships to provide insurance packages, including homeowners and car insurance, flood and liability insurance, for both businesses and families.
We support local, independent agents who serve the towns they live in. Our agents have stood beside their neighbors in the Carolinas, Tennessee, Kentucky, Arkansas, and Mississippi for generations. Correll agents offer services backed by the resources of an established, national firm.
Correll Insurance Group, one of the largest independent insurance agencies in the Southeast. We are a Trusted Choice® independent agency that represents more than 200 insurance companies, allowing us to design the best product for most situations.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.