Commercial Lines Account Manager

Job Description

Job Description

Position : Insurance - Commercial Line Account Manager (Mid - Large Market Generalist)

Location : North Dallas, TX

Salary : $70,000-80,000 depending on experience, knowledge, and qualifications

Position is in office, but will consider local candidates for hybrid remote.

Job Summary :

Independent Agency is looking for an experienced Senior Account Manager with a generalist background to join their team. This position will be responsible for a significant book of business consisting of commercial accounts from a variety of industries. This individual plays a significant role in maintaining the relationship between the service team, clients, and the insurance carriers.

Duties and responsibilities include but are not limited to :

• Coordinating annual marketing efforts and carrier negotiations;
• Providing detailed cost and coverage analyses;
• Answering client policy and coverage questions;
• Consulting with clients on mid-term policy changes;
• Providing monthly reporting of client values to carriers;
• Coordinating and conducting claim review meetings for selected accounts;
• Visiting client sites to identify potential exposures and needs;

Review loss analysis and complete risk management analysis

Work with producers to complete action steps necessary to close renewals including gathering and researching risk management / insurance and renewal data for marketing.

S / he secures the renewal of existing business with assigned accounts and oversees activities related quality of service provided to clients.

The position involves working with multiple producers in the Agency.

Required Competencies :

P&C License required

Advanced designations desired, but not mandatory

Extensive knowledge of a variety of insurance coverage products

Excellent knowledge of and effective negotiation skills with insurance carriers, brokers, wholesalers and alternative risk markets

Ability to provide first class service to assigned accounts including certificate issuance, returning phone calls and education of client staff with respect to insurance in general

Ability to communicate verbally and in written form with clients, insurance company personnel and other vendor and third parties

Knowledge of claims including participation in claim reviews

Risk Management background is desired

All inquiries will be kept confidential