Personal Lines Account Manager

Correll Insurance Group; Maryville (TN); On-site; USD 45,000 - 65,000; Full time

Job summary

SouthPoint Risk, a Member of Correll Insurance Group, seeks a Personal Lines Account Manager in Maryville, TN. The role delivers high-level sales support and exceptional customer service, with emphasis on growth and retention of new and renewal business and field support for client needs.

Responsibilities include processing endorsements, certificates, and client requests; maintaining organized electronic files; and providing proposals and documents to clients while building strong relationships

Qualifications

• 1–3 years experience as Personal Lines P&C Account Manager or similar.
• Possess or able to obtain Property & Casualty License within 6–12 months (Correll will assist).
• AMS360 and ImageRight experience preferred but not required.

Responsibilities

• Quoting new business and renewing as needed.
• Updating management system and sending documents to clients.
• Responding to client emails, calls, and endorsements; maintaining files.
• Providing client documents, checklists, and proposals.
• Using reports to maintain an organized workstation.
• Building relationships with clients and carriers via phone, email, and mail.
• Supporting teammates with client follow-up.
• Researching and resolving coverage questions.
• Addressing client needs promptly by phone or electronically.
• Cultivating new opportunities and cross-selling lines of insurance.
• Assisting with other office duties as needed.

Skills

Customer service

Sales support

Communication

Organization

Tools

AMS360

ImageRight (Worksmart)

Job description

SouthPoint Risk, a Member of Correll Insurance Group has an immediate need for a Personal Lines Account Manager at our office in Maryville, TN.

The Personal Lines Account Manager provides high-level sales support and exceptional customer service to clients. This role requires strong independent judgment and discretion to consistently deliver superior service. The Account Manager contributes to the growth and retention of both new and renewal business in alignment with agency goals and offers field support to address client needs. Responsibilities include assisting clients with service requests, processing changes to existing accounts, and recommending appropriate insurance and risk management solutions.

Essential Duties and Responsibilities:

• Quoting new business and remarketing renewals as needed
• Updating all necessary items in management system and sending to client as needed
• Receiving and responding to client emails, phone calls, requests for endorsements, certificates, etc.; maintaining accurate and current electronic files documenting such requests are handled.
• Providing necessary client documents, checklists, and proposals.
• Using support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation.
• Establish working relationships with clients, potential clients, and the companies we represent via phone, email, and written correspondence.
• Support teammates with follow-up for clients and prospects.
• Research and resolve coverage questions.
• Promptly respond to client needs either on the phone or electronically.
• Cultivate new opportunities and offer additional lines of insurance through consultative selling.
• Assist with other office duties as they arise and are needed.

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:

South Point Risk | Maryville, TN

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.