Commercial Account Manager

Work Schedule

Hybrid (Full-time in-office during training; 3 days in-office post-training)

Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service?

Our client, a well-established financial institution with over 150 years of legacy in providing unparalleled banking and insurance services, is seeking a Commercial Account Manager to join their Insurance Agency team. This organization is committed to fostering an environment that reflects strong values and encourages team members to be the best they can be. In joining their adaptable, integrity-driven team, you ll become part of a flourishing career where you can thrive, both in and out of work.

As a Commercial Account Manager, you are the insurance experience champion. In this role, you will be 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.

• 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

• 5+ years in the commercial insurance field (will consider strong candidates with 3+ years of experience)
• Texas General Lines Agent License (Property & Casualty), or attainment within 90 days
• 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 computer applications

• Insurance professional designations such as CISR, ACSR, CRM, CIC
• Bachelor s Degree

• Comprehensive medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Extensive health and wellness programs, including Employee Assistance Program