Job Description

Commercial Lines Account Manager

SFI Group, a member of Correll Insurance has an immediate need for a Commercial Lines Account Manager at our Surf City, NC location.

The Commercial Lines Account Manager will provide a moderate to high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion 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.

Key Duties and Responsibilities

Client Interaction:

• 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 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).

Policy Management:

• Assist 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.

Administrative Support:

• 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.

Equipment Used:

• Desktop/Laptop computer, Scanners, Agency and Document Management Software, Phones.

Skills and Qualifications

Communication Skills:

• Strong verbal and written communication skills to interact effectively with clients.

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.

Additional Requirements:

• High school diploma required
• Have a minimum of 2 years of experience in Commercial Lines.
• Hold current and valid Property and Casualty Insurance license or able to obtain one within 2 months of starting the position
• 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

Surf City, North Carolina

Work Type

Full-Time M-F, Hybrid option can be considered for the right candidate

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: 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.

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.

Flexible work from home options available.

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