Countybanc Insurance Inc
Commercial Account Manager - Greenville SC
Full Time • Hybrid - US
Commercial Service Accounts Manager
Countybanc Insurance | Greenville, SC
Countybanc Insurance | Greenville, SC
What We’re Looking For
Countybank is seeking a self-motivated, detail-oriented individual to serve as a Commercial Service Accounts Manager. The Commercial Service Accounts Manager performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.
Confidentiality and a commitment to embracing our corporate culture while serving clients, communities, and fellow associates are essential to the success of this position.
What You Can Expect
- Work as an efficient team with agency Producer to assemble, market and place coverage for new clients.
- Assists clients with making coverage; uses each contact with the client as an opportunity to review the whole account, round it and market.
- Provides technical support to producers to benefit clients and to reach producer and agency’s strategic business goals.
- Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.
- Attends to clients’ needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy using established agency checklist Retention:
- Prepares summaries of insurance, schedules, and proposals as needed for account review.
- Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers. This includes 120-day advance account review for marketing, renewal letter mailed to insured for updates, Acord applications updated, loss runs requested and submission of account 90 days prior to renewal.
- Renews policies following agency standards; verifies each renewal’s accuracy; ensures that all renewals are processed.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Maintains and updates files in agency management system.
- Verifies policy and change information, facilitating corrections when necessary.
- Processes incoming email and mail requests, responding promptly and appropriately.
- Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
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- Determines reasons for requests for cancellations; acts to save accounts; notifies producers according to agency standards.
- Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution. Reviews walk-in payments and verifies acceptability; processes, as appropriate, providing receipts to payers.
- Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed.
- Other Duties as may be assigned by supervisor.
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Education and Skills Desired
· Associate bachelor’s degree required.
· 5 years of experience; or any equivalent combination of education, training or experience which provides the required knowledge, skills, and abilities.
· Understanding of personal insurance underwriting, coverage & rate analysis
· Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters.
· Ability to utilize computer programs and understand functionality.
· Strong computer skills are required.
· Proficient in Microsoft Office programs.
· Ability to maintain a high level of discretion and confidentiality and a professional demeanor in all situations.
· Self-motivated possessing a high level of initiative.
· Excellent organizational skills and attention to detail.
· Must have a thorough knowledge of departmental operations, policies, and procedures.
· Strong analytical and problem-solving skills.
· Excellent verbal and written communication skills, including effective listening and public relations skills.
This is a full-time position in a smoke and drug-free workplace with strong corporate values that foster associate growth and satisfaction. Compensation commensurate with experience, education, and level of expertise. -
About Countybank
Our Mission: To Serve Our Clients, Our Communities, and Our Associates
Countybank began its service to the Greenwood community in 1933, when it was founded by a group of Greenwood businessmen as The County Bank. While the bank has evolved through its history to operate as a complete family of financial services, our core mission has never changed. We remain an independent, locally owned institution that is focused on meeting the financial needs of the families and businesses of Greenwood, Greenville, Greer, and Anderson communities.
How We Give Back
The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments.
In addition to the Foundation's contributions, Countybank employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank volunteer with local charitable and civic organizations.
Learn More
Visit us at www.ecountybank.com.
Flexible work from home options available.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a Big I South Carolina member agency is a great career choice!
Big I South Carolina is the states oldest and largest trade association of property and casualty insurance agents. Our members are small business owners who represent more than one insurance company and sell all types of insurance. As a result, they can offer clients a wider, trusted choice of auto, home, business, life and health insurance products. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
(if you already have a resume on Indeed)
Or apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)