Position: Commercial Lines Assistant Account Manager

Office: David A. Crotts & Associates

Location: Greenwood, SC


Correll Insurance Group has an immediate position for a full-time CL Assistant Account Manager in our Greenwood, SC location.

About Correll Insurance Group

Correll Insurance Group is a full-service independent insurance agency serving customers throughout the southeast and nationwide. Our agency provides a one-stop service for all 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 a wide array of personal insurance and commercial insurance. Additional specialties include life insurance, group benefits, surety bond solutions, and much more. We have access to a network of best-in-class agency leaders, risk management professionals, and insurance solutions while still delivering the personalized service of a small agency.

Job Summary

The CL Assistant Account Manager will Assist the Commercial Lines Account Management team in the production and service of new and existing accounts. Including professional customer service and all related functions of support for the book of business to which you are assigned. Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, cancellations, reinstatements, etc., and verifying the accuracy of insurance company records.

Essential Duties and Responsibilities:

  • Enter detail for new business applications as needed
  • Setup Templates for Certificates of Insurance
  • Process change requests to the carrier and endorsements received from the carrier
  • Process incoming requests for additional information from the carriers
  • Prepare renewal kits and forward them to clients for updated information
  • Prepare and assist with renewal Summaries & Proposals
  • Assist with loss run requests
  • Set up the insured’s policy booklet
  • Modify, update, and process existing policies and claims to reflect any changes.
  • Process and record new insurance policies and claims.
  • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
  • Maintaining files for each policyholder.
  • Correspond with insured or agent to obtain information or inform them of account status or changes.
  • Other responsibilities as needed to support the new business production team

Minimum Qualifications and Experience:

  • 1 to 3 years experience 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), exams, applications, etc.

Work LocationGreenwood, SC

Work Type: Full-time, M-F

Benefits:

  • Competitive Salary
  • Health, dental, and vision insurance
  • FSA option
  • Life insurance
  • 401(k) with company match program
  • Generous Paid Time Off program
  • Paid holidays
  • Employee assistance program
  • Employee discount program
  • Continuing education and training opportunities

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 outstanding insurance products and customer service, and inclusive work environment for our team.

Apply Using the Form Below

We look forward to hearing from you!

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