Client Interaction
Foster and maintain strong client relationships by providing timely and accurate follow-up, quotations, and general account support.
Respond to client inquiries regarding insurance policies, coverage, and policy changes.
Communicate policy updates, adjustments, and renewal information to clients.
Support new and existing clients by gathering necessary data, researching and presenting policy options, binding new coverage, canceling old policies, and collaborating with Supervisor on carrier negotiations.
Proactively identify new business opportunities through networking and maintaining partnerships via in-person, phone, online, or written communication.
Partner with clients to complete accurate submissions for marketing to carriers and obtain quotes for new and renewal business.
Analyze client needs to identify cross selling opportunities and proactively resolve service issues.
Create proposals and coverage summaries for clients.
Maintain client policies, including initiating endorsements and managing billing and collections.
Review policy audits, verify accuracy, and coordinate corrections between clients and carriers.
Policy Management
Review carrier quotes to ensure appropriate coverage and negotiate coverage changes or pricing as needed.
Create and manage new business and renewal applications and related tasks.
Process endorsements and certificates of insurance accurately and efficiently.
Review and assess coverage needs of existing clients at renewal or other points of change.
Send renewal communications, including letters and emails, to clients.
Administrative Support
Use electronic task systems and renewal/expiration reports to maintain an organized and effective workflow.
Document client interactions, inquiries, and actions taken in accordance with Agency standards.
Maintain accurate records and ensure all procedures are properly followed and easily accessible.
Collaborate with team members, answer questions, and participate in formal and informal meetings as needed.
Using relationships to secure coverage.
Correll Insurance Group has been in the Carolinas since 1931.
The local agents of Correll Insurance Group offer individual and business insurance solutions. We develop client relationships to provide insurance packages, including homeowners and car insurance, flood and liability insurance, for both businesses and families.
We support local, independent agents who serve the towns they live in. Our agents have stood beside their neighbors in the Carolinas, Tennessee, Kentucky, Arkansas, and Mississippi for generations. Correll agents offer services backed by the resources of an established, national firm.