Commercial Lines Account Manager

Planet Green SearchCharleston, SC
15dHybrid

About The Position

Our client is a longstanding independent property and casualty insurance firm headquartered in Charleston, SC, is seeking a Commercial Lines Account Manager . This role is service-driven and ideal for candidates with strong client relations skills and a commercial insurance background. What you'll do: Manage an existing portfolio of commercial insurance accounts with exceptional service Process customer policy change requests efficiently Secure and manage all necessary documents (trailing documents, evidence of insurance) Promptly handle incoming calls and messages, aiming for first-ring response Understand and comply with underwriting, rating, and regulatory standards Stay current on agency product offerings and generate accurate insurance quotes Create, update, and manage system-generated proposals and coverage continuity Provide ongoing client support and maintain strong internal collaboration, especially with sales producers and marketing teams Prioritize attention to detail, timely follow-through, and strong organization skills

Requirements

  • Property & Casualty Insurance License (South Carolina) — preferred but training may be provided for strong candidates
  • Minimum 2 years of experience in commercial insurance , ideally within an agency or comparable environment
  • Excellent verbal and written communication skills and professional phone etiquette
  • Strong organizational, multitasking abilities with follow-through and follow-up capabilities
  • Team orientation with a positive attitude and detail-focused mindset

Responsibilities

  • Manage an existing portfolio of commercial insurance accounts with exceptional service
  • Process customer policy change requests efficiently
  • Secure and manage all necessary documents (trailing documents, evidence of insurance)
  • Promptly handle incoming calls and messages, aiming for first-ring response
  • Understand and comply with underwriting, rating, and regulatory standards
  • Stay current on agency product offerings and generate accurate insurance quotes
  • Create, update, and manage system-generated proposals and coverage continuity
  • Provide ongoing client support and maintain strong internal collaboration, especially with sales producers and marketing teams
  • Prioritize attention to detail, timely follow-through, and strong organization skills

Benefits

  • Health, dental, vision
  • Life and disability insurance
  • Paid time off (PTO)
  • Flexible schedule and remote work options
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service