Commercial Lines Assistant Account Manager

Commercial Lines Assistant Account Manager

Pinckney Carter, a Member of Correll Insurance Group has an immediate need for a Commercial Lines Assistant Account Manager at our office in North Charleston, SC.

The Commercial Lines Assistant Account Manager will assist the Commercial Lines Account Management team in the production and service of new and existing accounts. Including professional customer service and all related functions of support for the book of business to which you are assigned. Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, cancellations, reinstatements, etc., and verifying the accuracy of insurance company records.

Essential Duties and 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.

Qualifications/Requirements:

• High school diploma required, Bachelor's degree preferred
• Have at least 1 year working experience preferred in the insurance industry as clerical/customer service
• 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.)

Work Location: North Charleston, SC Insurance Agency - North Charleston, SC - Pinckney Carter Insurance

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.

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. 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.