Commercial Insurance Service Accounts Manager

4 weeks ago


Greenville, South Carolina, United States Countybank Full time
Job Summary

We are seeking a highly motivated and detail-oriented Commercial Insurance Service Accounts Manager to join our team at Countybank. As a key member of our insurance team, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and driving business growth through strategic account management.

Key Responsibilities:

  • Aid clients with service needs and make changes to existing accounts
  • Perform essential functions to meet service and sales delivery standards
  • Provide technical support to producers to benefit clients and drive business growth
  • Prepare proposals and complete applications in coordination with producers
  • Attend to clients' needs by producing binders, certificates, policies, endorsements, and other related items
  • Verify accuracy using established agency checklist
  • Renew policies following agency standards and verify accuracy
  • Review audits of policies and facilitate corrections as needed
  • Maintain and update files in agency management system
  • Process incoming email and mail requests and respond promptly and appropriately
  • Verify accuracy of all direct billed cancellations and take corrective action when needed
  • Determine reasons for requests for cancellations and act to save accounts
  • Process and follow up on cancellations requests to carriers to ensure accurate and timely resolution
  • Assist clients in submitting first reports of claims and facilitate prompt response from carrier staff

Requirements:

  • Associate's or bachelor's degree required
  • 5 years of experience or equivalent combination of education, training, or experience
  • Understanding of personal insurance underwriting, coverage, and rate analysis
  • Knowledge of insurance coverages and ability to communicate clearly to clients and underwriters
  • Strong computer skills and proficiency in Microsoft Office programs
  • Ability to maintain high level of discretion and confidentiality and professional demeanor in all situations
  • Self-motivated with high level of initiative
  • Excellent organizational skills and attention to detail
  • Thorough knowledge of departmental operations, policies, and procedures
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication skills, including effective listening and public relations skills

About Countybank:

Countybank is a locally owned institution that has been serving the financial needs of the Greenwood, Greenville, Greer, and Anderson communities since 1933. Our mission is to serve our clients, our communities, and our associates. We are committed to providing exceptional service and driving business growth through strategic account management.



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