Our client is a well-established and reputable agency seeking a Commercial Lines Account Manager responsible for marketing, servicing, and providing support to Producers and Account Executives. You will use your collaborative mindset, analytical skills, and desire for constant improvement to maintain and expand all assigned accounts and process documentation on new accounts.
Location: Dallas, TX (Hybrid Mon & Fri after training)
What you’ll do:
- Assist the Producer in identifying account-rounding and coverage enhancement opportunities
- Analyze carrier quotes and coverages to determine the best options for the client
- Review new and renewal policies for accuracy in rating and coverage
- Provide policy service including changes, payments, claims and third-party communications
- Assist in presenting products to new and existing customers by collaborating in renewal strategies, and preparing proposals
- Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues
- Collect detailed risk and underwriting information, including census data, survey data, and loss history
- Maintain current knowledge of company underwriting and rating information. Follow agency standard procedures to maintain electronic files and information
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you’ll need:
- Texas General Lines Agent License (Property & Casualty), or attainment within 90 days
- 2+ years in the commercial insurance field or has obtained CISR or TIIA designation in Commercial Lines
- Ability to retain a Book of Business between $450,000 and $650,000
- Organizational skills and the ability to multitask
- Excellent written and verbal communication skills
- Proficient in Microsoft applications
Benefits:
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
