Personal Lines Account Manager Raleigh, NC, Carter Glass Insurance

Personal Lines Account Manager

Full Time • Raleigh, NC, Carter Glass Insurance
Benefits:
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance
  • Wellness resources
Job Description
The Personal Lines Account Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels. The Account Manager will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities. They will be responsible for assisting clients with service needs and making changes to existing accounts. The Account Manager will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.

Essential Duties and Responsibilities:
  • Work directly with clients. Review and Process renewals; update all necessary items in management system and send to client as needed
  • Maintain records according to Agency standards, ensure that procedures are properly followed, and that information is properly documented and readily accessible.
  • Work directly with Producers to provide necessary client documents, checklists, and proposals
  • Use support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation

Minimum Qualifications and Experience:
  • 1 to 3 years experiences as a Personal Lines P&C Account Manager or similar is preferred
  • Possess or able to obtain Property and Casualty Insurance License within 6-12 months of employment. Correll will assist in scheduling courses and cover the application and licensing fees along with covering the cost for bi-annual license renewals.
  • Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required

Location:
Raleigh, NC
https://www.correllinsurance.com/insurance-offices/carter-glass-insurance-agency-nc

Work Type:
Full-time, M-F

Executive Search Firms & Staffing Agencies: Correll Insurance Group (CIG) does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered CIG's property, and CIG will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting CIG's HR Department. 
 




This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

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The Correll Way – Experience the Difference.

Benefits of working as an Independent Insurance Agent

Correll Insurance Group is more than just a workplace; it fosters continuous growth and professional development, understanding that well-rounded and engaged employees are crucial to success.

We uphold a safe and congenial work environment, coupled with a professional atmosphere. We hold the belief that the success of our people is intrinsically linked to the success of our business, which drives us to create an environment where our employees can thrive.

Our commitment to our team members is demonstrated through distinctive professional development opportunities and employee recognition programs. Correll is dedicated to 'together towards tomorrow' by investing time, talent, and resources into the local communities we support.
Helping You Stay Healthy - Mentally, Physically, and Financially
We know employees want different options to manage health matters for themselves and their families. As a company, we strive to provide high-quality health plans that meet these needs and are market competitive. 
Comprehensive Health Plans
Features of our medical coverage include access to a Custom Fitness Experience, Custom Member Wellness Center, and many more virtual experiences to help employees reach their individual mental and physical health goals.
Career Growth
Our approach is “What can we do to help you achieve your individual goals?” Correll works alongside its employees as a partner to help them get where they want to go. We provide team members with: + In-House Training, Upskilling & Work-Life Balance + Establishing & Achieving Performance Milestones
Vacation, Sick & Holidays
We recognize the importance of rest and relaxation for our team members and provide generous time off for vacation, sick time, holidays, volunteerism, and more.