Personal Lines High Net Worth Account Manager—Hilton Head Island, SC

Correll Insurance Group has an immediate position for a full-time Personal Lines High Net Worth Account Manager in our Hilton Head Island, 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 Personal Lines High Net Worth (HNW) Account Manager performs the essential functions of the position, which includes supporting the service needs of High-Net-Worth clients and specific service responsibilities. Marketing new business to companies is required in this position as well as meeting service standards adopted by the agency. The position reports to the Insurance Operations Manager.

Essential Duties and Responsibilities:

• Manage and service HNW client accounts
• Market new and renewal business
• Collect premiums for assigned agency billed accounts
• Cross-sell and upgrade accounts
• Process all day-to-day policy changes
• Respond to inquiries from clients
• Process miscellaneous changes, endorsements and cancellations
• Verify new policies received from company
• Work assigned tasks on a daily basis
• Survey client exposures and recommend coverages
• Handle direct bill and agency bill walk-in payments
• Invoice all agency bill accounts according to department procedure
• From expiration list, 60 days prior to renewal, prepare and review renewal checklists and mail to clients
• Complete applications, rates and quotes for renewal, rewrite business in accordance with company underwriting guidelines.
• Follow agency billing and collection policy as to when and how to follow up
• Document all communication with insureds, companies and third parties in document management system
• Report claims to company and follow up on status
• Maintain data entry
• Perform other functions at direction of HNW Producers

Minimum Qualifications and Experience:

• 1 to 3 years experiences in Personal 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, applications, etc.

Work Location: Hilton Head, SC (Correll Insurance Group of Hilton Head)

Work Type: Full-time (hybrid) 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.