Personal Lines Account Manager - CGI

Carter Glass Insurance, a Member of Correll Insurance Group has an immediate position for a full-time Personal Lines Account Manager in our Raleigh, NC location.

Job Summary :

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 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 :

• 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 documented 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

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. Employer 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 WorkSmart is preferred but not required

Work Location :

Carter Glass Insurance Agency, Raleigh, NC

Job Type : Full-time, M-F

Full-time, M-F

Benefits : Competitive Salary

Competitive Salary

Health, dental, and vision insurance

FSA option

Life insurance

401(k) with company match program

Generous Paid Time Off program

Paid holidays

Employee assistance program

Employee discount program

Continuing education and training opportunities

About Us :

Correll Insurance Group is a full-service independent insurance agency serving customers throughout the southeast and nationwide.

Our agency provides convenience service for insurance needs while bringing a unique mix of local knowledge and service combined with the depth and resources of a nationally licensed insurance agency.

Correll Insurance Group offers options for personal insurance and commercial insurance. Additional coverages include life insurance, group benefits, surety bond solutions, and much more.

We have access to a network of agency leaders, and risk management professionals while still delivering the personalized service of a small agency.

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 outstanding insurance products and customer service, and inclusive work environment for our team.

Please send all resumes to Erin Copeland [email protected]