Commercial Lines Account Manager

Smith-Berclair, a Member of Correll Insurance Group, is seeking a Commercial Lines Account Manager for our Cordova, TN office.

About the Role

The Commercial Lines Account Manager provides a moderate to high level of sales support to the Producer and customer service to clients. This position requires independent judgment and discretion to meet service levels, assists in producing new and renewal accounts, and supports Producer activities. The Account Manager will help clients with service needs, policy changes, and design proper insurance and risk management programs.

Responsibilities

• Client Interaction:
  • Foster and maintain client relationships through timely follow-up, quotations, and general account support.
  • Address client needs promptly and professionally, including inquiries about policies and coverage.
  • Communicate policy changes or adjustments to clients.
  • Work with new clients or support the Producer to understand needs, gather data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers.
  • Proactively network and plan for new business opportunities to grow the client base through in-person, phone, online, or written communication.
• Policy Management:
  • Assist the Producer with renewal applications.
  • Process endorsements and certificates of insurance accurately.
  • Review and assess coverage needs of existing clients at renewal or during changes.
  • Send renewal letters, emails, and other correspondence to customers.
• Administrative Support:
  • Use electronic tools (tasks, expiration/renewal reports) to maintain an organized workstation.
  • Set tasks for client conversations, detailing inquiries, changes, and action steps.
  • Maintain accurate records and documentation according to Agency standards.
  • Collaborate with team members to answer questions and participate in meetings.
• Equipment Used:
  • Desktop/Laptop computer
  • Scanners
  • Agency and Document Management Software
  • Phones

Requirements

• High school diploma required.
• Current and valid Property and Casualty Insurance license.
• 1-3 years of insurance experience.
• 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 virtual meetings (Teams, Zoom) including screen sharing and presentations (PowerPoint, proposals).

Skills

• Communication Skills: Strong verbal and written communication for effective client interaction.
• Attention to Detail: Ability to accurately process and review policy documents.
• Problem-Solving: Analyze customer complaints and recommend solutions.
• Insurance Knowledge: Understanding of commercial lines insurance policies and products, and ability to determine coverage for various types of losses.

Benefits

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

Schedule

Full-Time, Monday through Friday.