Commercial Lines Client Service Manager

Correll Insurance Group

Commercial Lines Client Service Manager

North Charleston, SC
Full Time
Paid
  • Responsibilities

    Benefits:

    HSA and FSA

    401(k)

    401(k) matching

    Competitive salary

    Dental insurance

    Donation matching

    Employee discounts

    Health insurance

    Opportunity for advancement

    Paid time off

    Parental leave

    Training & development

    Vision insurance

    Wellness resources

    Pickney Carter, a Member of Correll Insurance Group, has an immediate need for a Commercial Lines Client Service Rep at our North Charleston location in South Carolina.

    A Commercial Lines Client Service Representative (CSR) provides support to businesses with their insurance needs. This role involves handling policy changes, renewals, endorsements, and addressing client inquiries related to coverage, billing, and claims. CSRs act as the first point of contact for clients and work to resolve issues, process documentation, and maintain accurate records within the agency management system.

    Responsibilities

    Client Support:

    Responding to client inquiries, processing policy changes (endorsements, cancellations), and issuing certificates of insurance, binders, and auto ID cards.

    Account Management:

    Assisting with renewals, gathering underwriting information, and preparing necessary documentation.

    Communication:

    Interacting with insurance carriers to follow up on outstanding issues and ensuring timely communication with clients.

    Documentation:

    Maintaining accurate records in the agency management system, processing audits, and handling loss-run documentation.

    Collaboration:

    Working with Account Managers, Producers, and other team members to provide comprehensive support to clients.

    Qualifications

    At least 1 - 3 years of relevant work experience

    Excellent phone etiquette and excellent verbal, written, and interpersonal skills

    Ability to multi-task, organize, and prioritize work

    Requirements:

    · High school diploma required, Bachelor’s degree preferred

    · Have at least 1 year of Experience in Commercial Lines.

    · Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of accepting the position

    · Possess a supportive and responsive manner with internal and external customers

    · Possess above average computer skills, existing proficiency is strongly preferred in various needed programs, such as AMS360, ImageRight, Excel, and Word

    · Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)

    Work Type:

    Full-Time M-F, Non-Exempt

    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 insurance products and customer service, and inclusive work environment for our team.

    NOTE: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

    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.