Commercial Lines Account Manager

Commercial Lines Account Manager

Benefits : 401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Paid time off

Parental leave

Vision insurance

Company parties

Opportunity for advancement

Training & development

Account Manager Job Description

The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer / agent to support clients and insurance carrier relationships. Account managers are responsible for managing the relationship between insurance company and the client. They work with a variety of individuals and businesses to help clients find the right coverage for the best price.

Commercial Lines Account Manager Job Duties

Advise clients on any coverage, billing, and claims questions as it pertains to their insurance program

Prepare, complete, and submit applications to insurance carriers; develop proposals and provide technical support in coordination with Producer(s) / Agent(s)

Responsible for follow-up with carriers and clients on various insurance program needs

Review policies, endorsements and all documentation for accuracy and quality standards

Assist clients with coverage changes, certificate requests, binders, and endorsements

Responsible for existing client account review and renewal process including client contacts, remarketing, proposals, and any correspondence.

Actively seek referrals from current clients and utilizes Applied Epic System to generate new business or cross sell new lines of coverage.

Manage non-renewals and cancellation requests to retain business where appropriate

Update policy changes on clients' accounts in our system and advise insurance companies of these changes.

Consult with clients to help process quotes and issue renewals or any updates needed to current policies

Gather all documentation needed from the client for reporting a claim to the insurance company

Meet regularly with agents and staff to keep up with industry standards, insurance products / coverages, and carrier changes.

Work closely with insurance company underwriters, sales representatives, and account executives.

Pre-qualify and analyzes prospective business clients according to agency standards.

Negotiate with insurance carriers to obtain competitive rates for clients

Commercial Lines Insurance Account Manager Qualifications

Active Property and Casualty insurance license in Texas or willing to get licensed in 90 days

Strong customer service focus with a professional attitude and approach to business

Must have very strong follow up, written / verbal communication and problem-solving skills

Strong organizational and multitasking skills

Must have the ability to handle multiple and changing priorities in a fast-paced team environment

Insurance experience as an account manager or insurance agent is preferred but will provide training as needed

Experience in a sales or service organization preferred.

Knowledge of Applied Epic system is recommended but will provide training as needed

Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)

Associates or bachelor's degree recommended or insurance industry experience

High School diploma required.

Agency Location : San Antonio, Texas

Flexible work from home options available.

Compensation : $50,000.00 - $70,000.00 per year