Personal Lines Account Manager

Job Description

Job Description

Benefits :

HSA and FSA

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Wellness resources

Donation matching

Employee discounts

Parental leave

Carter Glass Insurance Agency, a Member of Correll Insurance Group has an immediate need for a Personal Lines Account Manager at their office in Raleigh, NC.

Job Description

The Personal 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.

Essential Duties and Responsibilities :

• Quoting new business and remarketing renewals as needed
• Updating all necessary items in management system and sending to client as needed
• Receiving and responding to client emails, phone calls, requests for endorsements, certificates, etc.; maintaining accurate and current electronic files documenting such requests are handled.
• Working 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.
• Establish working relationships with clients, potential clients, and the companies we represent via phone, email, and written correspondence.
• Support teammates with follow-up for clients and prospects.
• Research and resolve coverage questions.
• Promptly respond to client needs either on the phone or electronically.
• Cultivate new opportunities and offer additional lines of insurance through consultative selling.
• Assist with other office duties as they arise and are needed.

Minimum Qualifications and Experience :

• 1 to 3 years experiences as a Personal Lines P&C Account Manager or similar is preferred
• Possess or able to obtain Property and Casualty Insurance License within 6-12 months of employment. Correll will assist in scheduling courses and cover the application and licensing fees along with covering the cost for bi-annual license renewals.
• Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required

Location : Raleigh, NC

https : / / www.correllinsurance.com / insurance -offices / carter-glass-insurance-agency-nc

Work Type : Full-time, M-F

Summary :

If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

NOTE : The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory