Account Manager

Correll Insurance Group•Brownsville, TN

15d•Onsite

About The Position

Smith Insurance, a member of Correll Insurance Group, is seeking an Account Manager experienced in Commercial Lines and Personal Lines for its Brownsville, Tennessee office. The Account Manager is the first point of contact for clients, providing consultation and support while marketing new business and meeting the agency’s service standards. The role manages a book of business, supports new and existing clients, and works with clients, carriers, supervisors, and colleagues on coverage, renewals, and service needs. The position includes client relationship management, policy and renewal administration, marketing submissions, carrier quote review, and general administrative support. The Account Manager is expected to maintain accurate records, manage multiple priorities and deadlines, and provide customer-focused service. This is a full-time, non-exempt position with a Monday–Friday schedule.

Requirements

Strong track record in Property & Casualty lines and ability to immediately manage a book of business.
Usually 3–5 years of experience in Property & Casualty lines.
Ability to manage multiple priorities in a fast-paced environment and consistently meet deadlines.
Critical-thinking skills and sound judgment to assess and prioritize issues.
Strong written and verbal communication skills.
Proficiency in Microsoft Word, Excel, and Outlook.

Nice To Haves

Proficiency in AMS360 and ImageRight (Worksmart).

Responsibilities

Build and maintain client relationships through timely, accurate follow-up, quotations, and account support.
Respond to client questions about insurance policies, coverage, and policy changes.
Communicate policy updates, adjustments, and renewal information to clients.
Gather client information, research and present policy options, bind new coverage, cancel old policies, and collaborate with a supervisor on carrier negotiations.
Identify new business opportunities through networking and maintaining partnerships across in-person, phone, online, and written channels.
Work with clients to prepare accurate submissions for carriers and obtain quotes for new and renewal business.
Analyze client needs, identify cross-selling opportunities, and proactively resolve service issues.
Prepare client proposals and coverage summaries.
Maintain client policies, including initiating endorsements and managing billing and collections.
Review policy audits for accuracy and coordinate corrections between clients and carriers.
Review carrier quotes, assess coverage, and negotiate coverage changes or pricing as needed.
Create and manage new business and renewal applications and related tasks.
Process endorsements and certificates of insurance accurately and efficiently.
Review existing clients’ coverage needs at renewal or other points of change.
Send renewal communications, including letters and emails.
Use electronic task systems and renewal and expiration reports to organize workflow.
Document client interactions, inquiries, and actions in accordance with agency standards.
Maintain accurate, accessible records and follow agency procedures.
Collaborate with team members, answer questions, and participate in formal and informal meetings as needed.