Commercial Lines Account Manager

Correll Insurance Group; Raleigh (NC); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Health, dental, and vision insurance

Life insurance

401K with company match

Generous Paid Time Off program

Paid holidays

Employee Assistance Program

Employee Discount Program

Job summary

Correll Insurance Group is seeking a Commercial Lines Account Manager to provide high-level sales support to Producers and outstanding service to clients.

The role requires independent judgment to meet service levels and the ability to assist in new and renewal accounts with field support for producers.

Qualifications

• 1–3 years of Commercial Lines P&C experience or similar preferred.
• Able to obtain Property & Casualty license within 6–12 months with company assistance.
• Review renewals, process client documents and manage correspondence.
• Collaborate with Producers to prepare proposals and bind coverage.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients.
• Maintain relationships with clients through follow-ups, timely quotes and reliable service.
• Support renewal preparation and client retention efforts.
• Monitor metrics to ensure sales targets are met and document activities.
• Coordinate with team members and participate in meetings as needed.

Skills

Client relationship management

Sales support

Communication skills

Networking with clients

Tools

Agency management system

Job description

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.

Benefits

• Competitive Pay
• Professional Development
• Job Stability in a growing industry
• Health, dental, and vision insurance
• Life insurance
• 401K with company match
• Generous Paid Time Off program
• Paid holidays
• Employee Assistance Program
• Employee Discount Program

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing

Qualifications

• 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
• 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.