Correll Insurance Group · 1 month ago
Commercial Lines Account Manager
Columbia, SC
Full-time
Onsite
Mid LevelCorrell Insurance Group is seeking a Commercial Lines Account Manager to provide sales support and customer service to clients. The role involves managing client relationships, assisting with policy management, and collaborating with team members to ensure effective service delivery.
Commercial InsuranceLife InsuranceProperty Insurance
Responsibilities
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)
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
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
Qualification
Required
High school diploma required
Hold current and valid Property and Casualty Insurance license or able to obtain one within 2 months of starting the position
Possess a supportive and responsive manner with internal and external customers
Strong verbal and written communication skills to interact effectively with clients
Ability to accurately process and review policy documents
Analyze customer complaints and recommend solutions
Understanding of commercial lines insurance policies and products, and ability to determine coverage for various types of losses
Preferred
Existing proficiency is strongly preferred in various needed programs, such as AMS360, ImageRight, Excel, and Word
Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)
Benefits
HSA and FSA
401(k)
401(k) matching
Competitive salary
Dental insurance
Donation matching
Employee discounts
Health insurance
Paid time off
Parental leave
Training & development
Vision insurance
Wellness resources
Company
Correll Insurance Group
Correll Insurance Group has provided affordable, reliable insurance solutions for families and businesses for the past 90+ years.
Founded in 1931
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kyle Ruf
Chief Operating Officer
Teresa Yount
Chief Operating Officer
Company data provided by crunchbase