Commercial Lines Assistant Account Manager

Correll Insurance Group; Charleston (SC); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

HSA

FSA

401(k)

401(k) matching

Dental insurance

Vision insurance

Health insurance

Parental leave

Training & development

Wellness resources

Donation matching

Opportunity for advancement

Job summary

Correll Insurance Group in North Charleston, SC is seeking a Commercial Lines Assistant Account Manager to support the Account Management team with new and existing accounts, ensure accurate data, and deliver professional service to clients.

Responsibilities include processing applications, renewals, endorsements, and policy changes, preparing renewal kits and proposals, and maintaining detailed policy files. The role requires strong computer skills and a positive, service-oriented mindset.

Qualifications

• High school diploma required, Bachelor’s degree preferred.
• At least 1 year in insurance clerical/customer service preferred.
• Property & Casualty license or ability to obtain within 6 months.
• Proficient with AMS360, ImageRight, Excel and Word.

Responsibilities

• Enter details for new business applications as needed.
• Setup Templates for Certificates of Insurance.
• Process change requests and endorsements.
• Handle information requests from carriers.
• Prepare renewal kits and collect updated info.
• Assist with renewal summaries and proposals.
• Assist with loss run requests.
• Set up insured’s policy booklet.
• Update policies and claims for changes.
• Process and record new policies and claims.
• Verify data on applications and policies.
• Maintain files for each policyholder.
• Communicate with insured/agent about status.
• Support Commercial Lines team with duties.

Skills

Customer service

Attention to detail

Communication

Teamwork

Education

High school diploma

Bachelor's degree preferred

Tools

AMS360

ImageRight

Excel

Word

Job description

Benefits:

• HSA and FSA
• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Donation matching
• Health insurance
• Opportunity for advancement
• Parental leave
• Training & development
• Vision insurance
• Wellness resources

Pinckney Carter, a Member of Correll Insurance Group has an immediate need for a Commercial Lines Assistant Account Manager at our office in North Charleston, SC.

Job Summary:

The Commercial Lines Assistant Account Manager will assist the Commercial Lines Account Management team in the production and service of new and existing accounts. Including professional customer service and all related functions of support for the book of business to which you are assigned. Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, cancellations, reinstatements, etc., and verifying the accuracy of insurance company records.

Essential Duties and Responsibilities:

• Enter detail for new business applications as needed.
• Setup Templates for Certificates of Insurance.
• Process change requests to the carrier and endorsements received from the carrier.
• Process incoming requests for additional information from the carriers.
• Prepare renewal kits and forward to clients for updated information.
• Prepare and assist with renewal Summaries & Proposals.
• Assist with loss run requests.
• Set up insured’s policy booklet.
• Modify, update, and process existing policies and claims to reflect any changes.
• Process and record new insurance policies and claims.
• Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
• Maintaining files for each policyholder.
• Correspond with insured or agent to obtain information or inform them of account status or changes.
• Other responsibilities as needed to support the Commercial Lines Account Management team.

Qualifications/Requirements:

• High school diploma required, Bachelor’s degree preferred
• Have at least 1 year working experience preferred in the insurance industry as clerical/customer service
• Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of accepting the position
• Possess a supportive and responsive manner with internal and external customers
• Possess above average computer skills, existing proficient is strongly preferred in various needed programs, such as AMS360, ImageRight, Excel, and Word
• Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)

Work Location: North Charleston, SC

Insurance Agency - North Charleston, SC - Pinckney Carter Insurance

Work Type

Full-Time M-F, Non-Exempt

Summary:

At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

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.