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Correll Insurance Group · 19 hours ago

Commercial Lines Account Manager

Port Royal, SC

Full-time

Onsite

Mid Level

Correll Insurance Group is seeking a Commercial Lines Account Manager for their Port Royal, South Carolina office. The role involves providing sales support and customer service to clients, assisting in the production of new and renewal accounts, and working closely with Producers to design appropriate insurance and risk management programs.

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

Insurance KnowledgePropertyCasualty LicenseCommunication SkillsAttention to DetailProblem-SolvingAMS360ImageRightExcelWordTeamsZoomPowerPoint

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

Ability to maintain an organized and effective workstation

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

Preferred

Proficiency 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.)