What are the responsibilities and job description for the Commercial Lines Account Manager position at Correll Insurance Group?
Benefits:
- 401(k)
- Competitive salary
- Dental insurance
- Health insurance
- Training & development
- Vision insurance
- 401(k) matching
- Parental leave
- Wellness resources
Job Description
The Commercial Lines Account Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Account Manager will assist in the production of new and renewal accounts in keeping 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.
Responsibilities
Responsibilities
- Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
- Actively partner, network, and plan for new clients and business opportunities.
- Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
- Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Review client audits, verify and facilitate corrections as needed and maintain A/R and billing
Qualifications
- Work directly with clients. Review and Process renewals; update all necessary items in management system and send to client as needed
- Maintain records according to Agency standards, ensure that procedures are properly followed, and that information is properly document and readily accessible.
- Work directly with Producers to provide necessary client documents, checklists, and proposals
- Use support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation
- 1 to 3 years experiences 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.
Working Conditions
- Day shift with standard working hours (8AM – 5PM)
- Office environment with regular computer usage
Correll Insurance Group is an Equal Opportunity Employer, and we will never discriminate against candidates or employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.
