Personal Lines Account Manager

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

Location: Union, SC

Work Type: Full-time, M-F (Non-Exempt)

Summary: 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 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. This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.