Personal Lines Account Manager

2 weeks ago


Clarksville, Tennessee, United States Correll Insurance Group Full time
Job Summary

The Personal 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, ensuring procedures are properly followed, and information is properly documented and readily accessible
  • Collaborate with Producers to provide necessary client documents, checklists, and proposals
  • Utilize support tools, such as electronic tasks and expiration/renewal reports, to maintain an organized and effective workstation
Requirements
  • 1-3 years of experience as a Personal Lines P&C Account Manager or similar role is preferred
  • Possess or able to obtain a Property and Casualty Insurance License within 6-12 months of employment. Employer will assist in scheduling courses and cover the application and licensing fees, as well as bi-annual license renewals
  • Proficiency in AMS360 and WorkSmart is preferred but not required
About Us

Correll Insurance Group is a full-service independent insurance agency serving customers throughout the southeast and nationwide. Our agency provides convenience service for insurance needs while bringing a unique mix of local knowledge and service combined with the depth and resources of a nationally licensed insurance agency. Correll Insurance Group offers options for personal insurance and commercial insurance, including life insurance, group benefits, surety bond solutions, and more. We have access to a network of agency leaders and risk management professionals while delivering personalized service.



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