Personal Lines Account Manager

As a Personal Lines Account Manager at Correll Insurance Group, you will be responsible for providing sales and servicing support to all clients and internal team members. This includes processing renewals, making changes to existing accounts, and performing risk management assessments to recommend appropriate insurance solutions. You'll work closely with clients to address their needs and ensure their satisfaction while maintaining accurate records, which are crucial for smooth operations.

The ideal candidate for the Personal Lines Account Manager role at Correll Insurance Group should have 1 to 3 years of experience in a similar position. You should either possess or be able to obtain a Property and Casualty Insurance License within 6-12 months of employment, which Correll will assist you with. While proficiency in AMS360 is preferred, it's not a strict requirement, as we are open to training the right candidate.

At Correll Insurance Group, you can expect a supportive and inclusive work environment that fosters collaboration and encourages personal growth. We pride ourselves on our customer-focused culture where providing excellent service is a priority. You’ll be part of a team that values local knowledge combined with national resources, making your role both impactful and rewarding.

As a Personal Lines Account Manager at Correll Insurance Group, you will enjoy a competitive salary along with a comprehensive benefits package. This includes health insurance, dental and vision coverage, as well as a 401(k) plan with matching contributions. Other perks include paid time off, parental leave, training and development opportunities, and wellness resources to support your overall well-being.

Correll Insurance Group is committed to the professional growth of its employees, including Personal Lines Account Managers. We offer assistance in obtaining your Property and Casualty Insurance License, covering the related application and licensing fees. Additionally, we support ongoing education by offering coverage for bi-annual license renewals and providing access to training courses, ensuring you stay current and knowledgeable in this ever-evolving field.

When discussing your experience with processing renewals, be sure to highlight specific instances where you successfully managed renewals, including any challenges faced and how you overcame them. Also, mention any systems or tools you utilized to streamline the process, as effective organization is crucial in this role.

It's important to explain your method for prioritization. Discuss how you assess the urgency of client requests, upcoming deadlines, and any collaborative efforts with your team. Emphasize your ability to remain organized using tools or techniques that help you stay on top of your workload.

To answer this question, discuss your approach to conducting thorough assessments by asking the right questions, understanding their unique circumstances, and reviewing their current coverages. Show how you ensure you are providing tailored recommendations to meet their specific needs.

In answering this question, provide a clear example of a specific situation where you resolved a conflict. Focus on your communication skills, empathy, and problem-solving abilities, as these are crucial in a client-facing role like the Personal Lines Account Manager.

If you have experience with AMS360, explain how you've utilized its features to manage client accounts effectively. If you lack direct experience, express your willingness to learn and mention any similar software you are proficient in, showcasing your adaptability.

Discuss the importance of communication, timely responses, and building rapport with clients for providing excellent customer service. Share examples of how you go the extra mile to ensure customer satisfaction, as this is vital for a Personal Lines Account Manager.

In your response, indicate the resources you utilize, such as industry publications, webinars, and conferences, to stay informed on trends and changes. Demonstrating knowledge of regulatory and market changes is essential for excelling in this role.

Describe your methods for keeping client records organized, such as using digital tools, categorization, and regular audits of documentation. Highlighting your attention to detail and accuracy will resonate well for this role.

When answering this question, tie your personal values and career aspirations to what you've learned about Correll Insurance Group. Mention their commitment to service and community, and emphasize how it resonates with your professional goals.

Explain the steps you take to facilitate changes requested by clients, including verifying the request, assessing potential impacts, and updating the records accordingly. Highlight your focus on communication to ensure clients are well-informed throughout the process.