Commercial Lines Account Manager

Commercial Lines Account Manager

Smith-Berclair, a member of Correll Insurance Group has an immediate need for a Commercial Lines Account Manager at our office in Cordova, TN.

Job Summary

The Commercial Lines Account Manager will provide a moderate to high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels. The Account Manager will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities. They will be responsible for assisting clients with service needs and making changes to existing accounts. The Account Manager will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.

Essential Duties and Responsibilities

Client Interaction

• 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).

Policy Management

• 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.

Administrative Support

• 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.

Equipment Used

• Desktop/Laptop computer, Scanners, Agency and Document Management Software, Phones.

Skills and Qualifications

Communication Skills

• Strong verbal and written communication skills to interact effectively with clients.

Attention to Detail

• Ability to accurately process and review policy documents.

Problem-Solving

• Analyze customer complaints and recommend solutions.

Insurance Knowledge

• Understanding of commercial lines insurance policies and products, and ability to determine coverage for various types of losses.

Additional Requirements

• High school diploma required
• Hold current and valid Property and Casualty Insurance license
• Have 1-3 years of insurance experience
• Possess a supportive and responsive manner with internal and external customers
• Possess above average computer skills, 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.)

Work Location

Smith-Berclair

Work Type

Full-Time M-F

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 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.

Independent Insurance Agents of North Carolina