Commercial Lines Account Manager

Job Summary

The Commercial Lines Account Manager will provide sales support and customer service to clients, assisting in the production of new and renewal accounts, and managing client interactions and policy administration.

Essential Duties and Responsibilities

• Foster and maintain client relationships by providing timely and accurate follow-up, quotations, and general account support.
• Respond to customer inquiries regarding insurance policies and coverage.
• Communicate changes or adjustments in policies to clients.
• Work with new clients or support the Producer to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and work with the Producer to negotiate with carriers when necessary.
• Proactively network and plan for new business opportunities, maintaining partnerships to grow the client base through various communication methods (in-person, phone, online, or written correspondence).
• Aid the Producer as needed with renewal applications.
• Process endorsements and certificates of insurance accurately.
• Review and assess coverage needs of existing clients at renewal or other times of change.
• Send renewal letters, emails, and other forms of correspondence to customers.
• Use support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation.
• Set tasks on conversations with clients, detailing inquiries or changes and action steps taken.
• Maintain accurate records and documentation according to Agency standards, ensure that procedures are properly followed, and readily accessible.
• Collaborate with team members to help assist in answering questions and participate in formal and informal meetings as needed.
• Use equipment such as desktop/laptop computers, scanners, agency and document management software, phones.

Skills and Qualifications

• Strong verbal and written communication skills to interact effectively with clients.
• Ability to accurately process and review policy documents.
• Analyze customer complaints and recommend solutions.
• Understanding of commercial lines insurance policies and products, and ability to determine coverage for various types of losses.

Additional Requirements

• High school diploma required.
• Hold current and valid Property and Casualty Insurance license.
• Have 1-3 years of insurance experience.
• Possess a supportive and responsive manner with internal and external customers.
• Possess above average computer skills, existing proficiency 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

Clarksville, TN

Work Type

Full-Time M-F

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 inclusive work environment for our team.

Note

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.