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 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. 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
Raleigh, NC
https : / / www.correllinsurance.com / insurance-offices / carter-glass-insurance-agency-nc
Work Type : Full-time, M-F
Full-time, M-F
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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