Personal Lines Insurance Account Specialist
1 week ago
- 401(k) plan
- 401(k) matching contributions
- Competitive salary structure
- Dental coverage
- Health insurance options
- Paid time off policies
- Training and development opportunities
- Vision coverage
- Wellness resources available
Position Summary
The Personal Lines Insurance Account Specialist will deliver exceptional sales support to the Producer while ensuring high-quality customer service for clients. This role necessitates a considerable level of independent judgment and discretion to achieve service excellence. The Account Specialist will aid in the acquisition of new and renewal accounts in alignment with Agency and individual Producer objectives, providing field support for Producer initiatives. Responsibilities include assisting clients with service inquiries and modifying existing accounts. The Account Specialist will collaborate with the Producer to devise and recommend suitable insurance and risk management strategies for Agency clients.
Key Responsibilities:
- Engage directly with clients. Review and process renewals; update all necessary information in the management system and communicate with clients as required.
- Maintain records in accordance with Agency standards, ensuring adherence to procedures and that information is accurately documented and easily accessible.
- Collaborate with Producers to supply essential client documents, checklists, and proposals.
- Utilize support tools (electronic tasks and expiration/renewal reports) to sustain an organized and efficient workspace.
Required Qualifications:
- 1 to 3 years of experience as a Personal Lines Property & Casualty Account Manager or a similar role is preferred.
- Possess or be able to obtain a Property and Casualty Insurance License within 6-12 months of employment. Correll will assist in scheduling courses and cover the application and licensing fees, as well as the costs for bi-annual license renewals.
- Familiarity with AMS360 and ImageRight (Worksmart) is preferred but not mandatory.
Work Type:
Full-time, Monday to Friday
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