Commercial Lines Assistant Account Manager

Correll Insurance Group; North Charleston (SC); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

HSA and FSA

401(k)

401(k) matching

Dental insurance

Vision insurance

Health insurance

Job summary

Correll Insurance Group is seeking a Commercial Lines Assistant Account Manager in North Charleston, SC. This role involves assisting the Account Management team with customer service and the management of insurance policies, handling applications, and maintaining client files. Candidates should have at least a high school diploma, relevant experience in the insurance industry, and above-average computer skills. The position is full-time with benefits including 401(k) matching and health insurance.

Qualifications

• High school diploma required; Bachelor’s degree preferred.
• At least 1 year of experience preferred in the insurance industry.
• Must hold a valid Property and Casualty Insurance license.

Responsibilities

• Assist the Commercial Lines Account Management team.
• Process applications for new and existing insurance policies.
• Maintain files for each policyholder.
• Correspond with clients for information or account status.

Skills

Customer service skills

Above-average computer skills

Proficiency in AMS360

Experience with Excel

Experience with Word

Education

High school diploma

Bachelor's degree

Tools

AMS360

ImageRight

Excel

Word

Teams

Zoom

PowerPoint

Job description

Overview

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.

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

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 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 questions are answered, compiling data on 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.


• Set up 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.


• Maintain 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.


• At least 1 year of experience preferred in the insurance industry as clerical/customer service.


• Hold current and valid Property and Casualty Insurance license or be able to obtain one within 6 months of accepting the position.


• Supportive and responsive manner with internal and external customers.


• Above-average computer skills; proficiency in AMS360, ImageRight, Excel, and Word is strongly preferred.


• Ability to set up and conduct meetings in a virtual environment (Teams and Zoom) including screen sharing and presentations (PowerPoint, Proposals, etc.).

Work Location and Type

• Work Location: North Charleston, SC Insurance Agency - North Charleston, SC - Pinckney Carter Insurance


• Work Type: Full-Time, Monday to Friday, Non-Exempt

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 an 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. 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.