Carter Glass Insurance Agency, a member of Correll Insurance Group has an immediate position for a full-time CL Account Manager in Raleigh, NC.
Job Summary:
The Commercial Lines Account Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Account Manager will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities. They will be responsible for assisting clients with service needs and making changes to existing accounts. The Account Manager will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.
Essential Duties and Responsibilities:
Work directly with clients. Review and Process renewals; update all necessary items in management system and send to client as needed.
Maintain records according to Agency standards, ensure that procedures are properly followed, and that information is properly document and readily accessible.
Work directly with Producers to provide necessary client documents, checklists, and proposals
Use support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation.
Minimum Qualifications and Experience:
1 to 3 years experiences in Commercial Lines P&C or similar is preferred
Possess or able to obtain Property and Casualty Insurance License within 6-12 months of employment. Correll Insurance Group can assist in the scheduling of pre-licensing course(s), exam, application, etc.
Proficient in AMS360 is preferred but not required
Correll Insurance Group is a full-service independent insurance agency serving customers throughout the southeast and nationwide. Our agency provides convenience service for insurance needs while bringing a unique mix of local knowledge and service combined with the depth and resources of a nationally licensed insurance agency. Correll Insurance Group offers options for personal insurance and commercial insurance. Additional coverages include life insurance, group benefits, surety bond solutions, and much more. We have access to a network of agency leaders, and risk management professionals while still delivering the personalized service of a small agency.
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.
Please send all resumes to Erin Copeland jobs@correllinsurance.com