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Correll Insurance Group · 1 day ago

Commercial Lines Assistant Account Manager

North Charleston, SC 29406

Full-time

Onsite

Entry Level

1+ years exp

Correll Insurance Group is an established independent insurance agency in the Southeast, seeking a Commercial Lines Assistant Account Manager at their North Charleston office. The role involves assisting the Commercial Lines Account Management team with customer service, processing insurance applications, and managing existing accounts.

Commercial InsuranceLife InsuranceProperty Insurance

Responsibilities

Enter detail for new business applications as needed

Setup Templates for Certificates of Insurance

Process change requests to the carrier and endorsements received from the carrier

Process incoming requests for additional information from the carriers

Prepare renewal kits and forward to clients for updated information

Prepare and assist with renewal Summaries & Proposals

Assist with loss run requests

Set up insured’s policy booklet

Modify, update, and process existing policies and claims to reflect any changes

Process and record new insurance policies and claims

Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies

Maintaining files for each policyholder

Correspond with insured or agent to obtain information or inform them of account status or changes

Other responsibilities as needed to support the Commercial Lines Account Management team

Qualification

PropertyCasualty LicenseAMS360ImageRightExcelWordCustomer ServiceVirtual Meeting SkillsCompassionate Manner

Required

High school diploma required, Bachelor's degree preferred

Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of accepting the position

Possess a supportive and responsive manner with internal and external customers

Possess above average computer skills, existing proficient 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.)