Commercial Lines Account Manager
7 hours ago
The Commercial Lines Account Manager will provide exceptional sales support to the Producer and deliver outstanding customer service to clients. This role requires a high degree of independent judgment and discretion to meet service levels. The Account Manager will assist in the production of new and renewal accounts in line 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.
Key Responsibilities- Work directly with clients to review and process renewals, update necessary items in the management system, and send to clients as needed.
- Maintain records according to Agency standards, ensure procedures are properly followed, and information is properly documented and readily accessible.
- Work directly with Producers to provide necessary client documents, checklists, and proposals.
- Use support tools, such as electronic tasks and expiration/renewal reports, to maintain an organized and effective workstation.
- 1 to 3 years of experience in Commercial Lines P&C or similar is preferred.
- Possess or able to obtain Property and Casualty Insurance License within 6-12 months of employment. Correll Insurance Group can assist in the scheduling of pre-licensing course(s), exam, application, etc.
- Proficient in AMS360 is preferred but not required.
Full-time, Monday to Friday. No outside sales. We are fully direct bill. We are a one company agency, with the exception of workers comp, which is all through the NCCI pool. We have one CSR who does work comp exclusively.
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