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Commercial Lines Account Executive
2 months ago
- 401(k) Plan
- Competitive Salary Package
- Dental Coverage
- Health Insurance
- Professional Development Opportunities
- Vision Coverage
Position Summary:
The Commercial Lines Account Manager is responsible for delivering exceptional sales support to the Producer while ensuring outstanding customer service for clients. This role demands a high level of independent judgment and discretion to meet service expectations. The Account Manager will play a crucial role in generating new and renewal accounts aligned with the Agency and individual Producer objectives, while also providing field support for Producer initiatives. Responsibilities include assisting clients with their service needs and making modifications to existing accounts. The Account Manager collaborates with the Producer to design and propose appropriate insurance and risk management solutions for Agency clients.
Key Responsibilities:
- Engage directly with clients to address their needs.
- Review and process account renewals; update necessary information in the management system and communicate with clients as required.
- Maintain accurate records in accordance with Agency standards, ensuring that procedures are followed and information is easily accessible.
- Collaborate with Producers to provide essential client documentation, checklists, and proposals.
- Utilize support tools (such as electronic tasks and renewal reports) to maintain an organized and efficient workspace.
Qualifications:
- 1 to 3 years of experience in Commercial Lines Property & Casualty or a related field is preferred.
- Must possess or be able to obtain a Property and Casualty Insurance License within 6-12 months of employment. Correll Insurance Group offers assistance with scheduling pre-licensing courses, exams, and applications.
- Proficiency in AMS360 is preferred but not mandatory.
Work Schedule:
Full-time, Monday to Friday.
Note: This job description is intended to provide a general overview of the role and does not encompass all duties, responsibilities, and qualifications required for this position.