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.
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 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.
Minimum Qualifications and Experience :
- 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
Work Type : Full-time, M-F
Full-time, M-F
No outside sales. We are fully direct bill. We are a one company agency, with the exception of workers comp, which is all through the NCCI pool.
We have one CSR who does work comp exclusively.
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 of all duties, responsibilities and qualifications required of employees assigned to this job.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency.
All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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