Personal Lines Account Manager

Correll Insurance Group; Memphis (TN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

HSA and FSA

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

Wellness resources

401(k)

401(k) matching

Competitive salary

Dental insurance

Donation matching

Employee discounts

Job summary

Correll Insurance Group is seeking a Personal Lines Account Manager for our Cordova, TN office. The role provides high-level sales support and exceptional customer service to clients, with opportunities to grow within the agency and contribute to renewal and new business goals.

Ideal candidates have 1–3 years of Personal Lines P&C experience and a Property & Casualty license or the ability to obtain one within 6–12 months. Knowledge of AMS360 and ImageRight is preferred.

Qualifications

• 1 to 3 years of experience as a Personal Lines P&C Account Manager or similar.

Responsibilities

• Quote new business and renewals as needed.
• Update management system and send to client as needed.
• Respond to client emails, calls, requests for endorsements, certificates, etc.; maintain accurate electronic files.
• Provide necessary client documents, checklists, and proposals.
• Use support tools to maintain an organized workstation.
• Establish relationships with clients and prospects 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 (phone or electronic).
• Cultivate new opportunities and cross-sell additional lines of insurance.
• Assist with other office duties as they arise.

Skills

Customer service

Sales support

Communication

Education

Property and Casualty Insurance License

Tools

AMS360

ImageRight

Job description

Benefits

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

Insight Risk Management, a Member of Correll Insurance Group has an immediate need for a Personal Lines Account Manager at our office in Cordova, 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

Minimum Qualifications and Experience

• 1 to 3 years' experience as a Personal Lines Account Manager or similar is required
• Possess Property and Casualty Insurance License
• Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required

Location

Insight Risk Management | Cordova, TN

Work Type

Full-time, M-F (Non-Exempt)

Summary

If you enjoy helping others and are a compassionate, customer-focused individual, At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

NOTE

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.