Commercial Lines Account Manager

Correll Insurance Group; Memphis (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

Join a leading insurance agency as a Commercial Lines Account Manager, where you'll provide essential sales support and client services. The role demands strong problem-solving skills and attention to detail to help clients navigate insurance options and meet their needs effectively. If you are passionate about customer service and have experience in commercial insurance, apply today!

Benefits

401(k)

Competitive salary

Dental insurance

Health insurance

Training & development

Vision insurance

401(k) matching

Paid time off

Parental leave

Wellness resources

Qualifications

• Strong verbal and written communication skills required.
• Experience in commercial lines is crucial.
• Understanding of insurance policies and products needed.

Responsibilities

• Provide client support and maintain relationships with timely follow-up.
• Assist in the production of new and renewal accounts.
• Process endorsements and manage policy documentation accurately.

Skills

Client Relationship Management

Communication

Problem-Solving

Attention to Detail

Education

Licensing as an insurance producer

Experience in commercial lines

Job description

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Job Summary:

The Commercial Lines Account Manager will provide a moderate to 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.

Benefits:

• 401(k)
• Competitive salary
• Dental insurance
• Health insurance
• Training & development
• Vision insurance
• 401(k) matching
• Paid time off
• Parental leave
• Wellness resources
  
  
  

Job Summary:

The Commercial Lines Account Manager will provide a moderate to 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.

Key Duties and Responsibilities:

Client Interaction:

• Foster and maintain client relationships by providing timely and accurate follow-up, quotations, and general account support. Address client needs promptly and professionally.
• Respond to customer inquiries regarding insurance policies and coverage.
• Communicate changes or adjustments in policies to clients.
• Work with new clients or support Producer to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and work with the Producer to negotiate with carriers when necessary.
• Proactively network and plan for new business opportunities, maintaining partnerships to grow the client base through various communication methods (in-person, phone, online, or written correspondence).
  
  
  

Policy Management:

• Assist the Producer as needed with renewal applications.
• Process endorsements and certificates of insurance accurately.
• Review and assess coverage needs of existing clients at renewal or other times of change.
• Send renewal letters, emails, and other forms of correspondence to customers.
  
  
  

Administrative Support:

• Use support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation.
• Set tasks on conversations with clients, detailing inquiries or changes and action steps taken.
• Maintain accurate records and documentation according to Agency standards, ensure that procedures are properly followed, and readily accessible
• Collaborate with team members to help assist in answering questions and participate in formal and informal meetings as needed.
  
  
  

Equipment Used:

• Desktop/Laptop computer, Scanners, Agency and Document Management Software, Phones.
  
  
  

Communication Skills:

• Strong verbal and written communication skills to interact effectively with clients.
  
  
  

Attention to Detail:

• Ability to accurately process and review policy documents.
  
  
  

Problem-Solving:

• Analyze customer complaints and recommend solutions.
  
  
  

Insurance Knowledge:

• Understanding of insurance policies and products, and ability to determine coverage for various types of losses.
  
  
  

Additional Requirements:

• Experience in commercial lines.
• Licensing as an insurance producer.
  
  
  

Work Location:

Cordova, TN

https://www.correllinsurance.com/insurance-offices/insight-risk-management-tn

Work Type:

Full-time

M-TH 8 AM - 5 PM, F 8 AM - 4:30 PM

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

Executive Search Firms & Staffing Agencies: Correll Insurance Group (CIG) does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered CIG's property, and CIG will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting CIG's HR Department.

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.

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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