The Commercial 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.
Key Duties and Responsibilities:
Client Interaction:
-Foster and maintain client relationships by providing timely and accurate follow-up, quotations, and general account support. Address client needs promptly and professionally.
-Respond to customer inquiries regarding insurance policies and coverage.
-Communicate changes or adjustments in policies to clients.
-Work with new clients or support Producer to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and work with the Producer to negotiate with carriers when necessary.
-Proactively network and plan for new business opportunities, maintaining partnerships to grow the client base through various communication methods (in-person, phone, online, or written correspondence).
Policy Management:
-Assist the Producer as needed with renewal applications.
-Process endorsements and certificates of insurance accurately.
-Review and assess coverage needs of existing clients at renewal or other times of change.
-Send renewal letters, emails, and other forms of correspondence to customers.
Administrative Support:
-Use support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation.
-Set tasks on conversations with clients, detailing inquiries or changes and action steps taken.
-Maintain accurate records and documentation according to Agency standards, ensure that procedures are properly followed, and readily accessible
-Collaborate with team members to help assist in answering questions and participate in formal and informal meetings as needed.
Equipment Used:
-Desktop/Laptop computer, Scanners, Agency and Document Management Software, Phones.
Skills and Qualifications:
Communication Skills:
-Strong verbal and written communication skills to interact effectively with clients.
Attention to Detail:
-Ability to accurately process and review policy documents.
Problem-Solving:
-Analyze customer complaints and recommend solutions.
Insurance Knowledge:
-Understanding of insurance policies and products, and ability to determine coverage for various types of losses.
Additional Requirements:
-Experience in commercial lines.
-Licensing as an insurance producer.
Work Type:
-Full-time, M-F
NOTE: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
We are an equal opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
national origin, disability status, protected veteran status, or any other
characteristic protected by law.
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.
