Account Manager

Correll Insurance Group•Brownsville, TN

13d

About The Position

Smith Insurance, a Member of Correll Insurance Group, is seeking an Account Manager with Commercial Lines and Personal Lines experience to join 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 team members to maintain accounts and deliver insurance services. This is a full-time, non-exempt position with a Monday–Friday schedule.

Requirements

Strong Property & Casualty experience to manage a book of business immediately; usually 3–5 years of experience.
Ability to manage multiple priorities in a fast-paced environment and consistently meet deadlines.
Critical-thinking and sound-judgment skills 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 follow-up, quotations, and account support.
Respond to client questions about policies, coverage, and policy changes, and communicate policy updates and renewal information.
Gather client information, research and present policy options, bind new coverage, cancel old policies, and collaborate with the Supervisor on carrier negotiations.
Identify new business opportunities through networking and maintaining partnerships across in-person, phone, online, and written channels.
Prepare accurate client submissions for carrier marketing and obtain quotes for new and renewal business.
Analyze client needs, identify cross-selling opportunities, and proactively resolve service issues.
Create client proposals and coverage summaries.
Maintain client policies, initiate endorsements, and manage 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 when circumstances 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 records and ensure procedures are followed and accessible.
Collaborate with team members, answer questions, and participate in meetings as needed.