Attention: Commercial Account Managers!
Our client, a long-standing and reputable agency located in the DFW area, is looking for a Senior Account Manager that is passionate and proactive about the clients they serve. If you are looking for a close-knit, supportive and collaborative work environment that values professional growth, creativity and work/life balance, let's connect! Great benefits, flexible schedules, supportive management, and competitive salary/bonus!
We offer:
- Hybrid Role (At least 3 days in-office)
- Profit Sharing potential
- A commitment to community involvement through volunteering, local giving, and the RHSB Foundation
- Medical, Vision and Dental Insurance Plans
- 401K match
- Complementary office amenities
- A Dress for your Day Policy
- An environment that focuses on employee wellness through our PTO policy, Employee Assistance Program, and flextime
- Engagement with TechAssure, the premier international group of risk consultants for technology-oriented companies. Activities and benefits include sharing best practices, worldwide collaboration with peers, risk management education and training, access and interaction with carrier’s top management, increased market clout, and access to proprietary resources and coverages.
Responsibilities:
- This position is primarily responsible for providing accurate and professional customer service to assigned commercial customers with a book consisting primarily of technology and entrepreneurial growth-oriented companies
- Responsible for helping achieve department and organization revenue growth goals, through customer retention and collaboration within the department and organization
- Maintains a positive attitude and establishes effective relationships with clients, carriers, and agency personnel
- Complies with client service deliverable standards, including managing policy reviews, certificate requests, and endorsements
- Maintains a thorough understanding of commercial P&C insurance exposures/rating/coverage and forms
- Maintains confidentiality of all client information in accordance with agency privacy guidelines
- Complies with E&O prevention/Quality Management guidelines and to meet customer service standards
- Reviews contracts
- Assists with mergers and acquisitions insurance processes
Requirements:
- At least 18 years of age
- Bachelor's degree (B.A.) from four-year College or equivalent preferred
- 5-10 years retail insurance agency experience and/or training; or equivalent combination of education and experience
- Must be familiar with private company mergers and acquisitions activity including interactions with venture capital and private equity
- Experience handling accounts where major exposures and coverage lines consist of management liability, professional liability, technology E&O, and cyber.
- Highly detail oriented
- Candidate must be comfortable in client facing situations, renewal meetings, and presentations
