Personal Lines Account Manager
Correll Insurance Group, Union, South Carolina, United States, 29379
Personal Lines Account Manager
Correll Insurance Group has an immediate need for a Personal Lines Account Manager at our office in Union, SC. The Personal Lines Account Manager provides high-level sales support and exceptional customer service to clients. This role requires strong independent judgment and discretion to consistently deliver superior service. The Account Manager contributes to the growth and retention of both new and renewal business in alignment with agency goals and offers field support to address client needs. Responsibilities include assisting clients with service requests, processing changes to existing accounts, and recommending appropriate insurance and risk management solutions. Essential Duties and Responsibilities:
Quoting new business and remarketing renewals as needed Updating all necessary items in management system and sending to client as needed Receiving and responding to client emails, phone calls, requests for endorsements, certificates, etc.; maintaining accurate and current electronic files documenting such requests are handled. Providing necessary client documents, checklists, and proposals. Using support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation. Establish working relationships with clients, potential clients, and the companies we represent via phone, email, and written correspondence. Support teammates with follow-up for clients and prospects. Research and resolve coverage questions. Promptly respond to client needs either on the phone or electronically. Cultivate new opportunities and offer additional lines of insurance through consultative selling. Assist with other office duties as they arise and are needed. Minimum Qualifications and Experience:
1 to 3 years' experience as a Personal Lines Account Manager or similar is required Possess Property and Casualty Insurance License Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required Union, SC Full-time, M-F (Non-Exempt) If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team. 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 an immediate need for a Personal Lines Account Manager at our office in Union, SC. The Personal Lines Account Manager provides high-level sales support and exceptional customer service to clients. This role requires strong independent judgment and discretion to consistently deliver superior service. The Account Manager contributes to the growth and retention of both new and renewal business in alignment with agency goals and offers field support to address client needs. Responsibilities include assisting clients with service requests, processing changes to existing accounts, and recommending appropriate insurance and risk management solutions. Essential Duties and Responsibilities:
Quoting new business and remarketing renewals as needed Updating all necessary items in management system and sending to client as needed Receiving and responding to client emails, phone calls, requests for endorsements, certificates, etc.; maintaining accurate and current electronic files documenting such requests are handled. Providing necessary client documents, checklists, and proposals. Using support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation. Establish working relationships with clients, potential clients, and the companies we represent via phone, email, and written correspondence. Support teammates with follow-up for clients and prospects. Research and resolve coverage questions. Promptly respond to client needs either on the phone or electronically. Cultivate new opportunities and offer additional lines of insurance through consultative selling. Assist with other office duties as they arise and are needed. Minimum Qualifications and Experience:
1 to 3 years' experience as a Personal Lines Account Manager or similar is required Possess Property and Casualty Insurance License Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required Union, SC Full-time, M-F (Non-Exempt) If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team. 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.