Commercial Account Manager

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Join a talented team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities.

Job Summary

Responsible for providing the highest level of customer service to Commercial Lines Accounts. This includes delivering prompt, accurate, and courteous service to agency clients, working independently and collaboratively with clients, producers, and company representatives to design and execute comprehensive insurance programs tailored to client needs. Developing professional rapport with clients, company representatives, and business associates by maintaining knowledge of commercial lines coverage and underwriting guidelines.

Ensuring security and client confidentiality, and fostering a positive work environment.

Responsibilities and Duties

• Explore, create, execute, and review all necessary information to design and implement appropriate insurance programs for both new and renewing clients, following agency and underwriting guidelines.
• Manage and maintain assigned book of business, ensuring timely renewal processes to protect client interests, agency E&O exposure, and carrier relationships.
• Represent insureds accurately to carrier partners according to submission standards.
• Prepare proposals and summaries of insurance, collaborate with producers to present proposals, and obtain required signatures and warranties to secure coverage.
• Maintain and update agency management systems with all required information per procedures.
• Prepare summaries of insurance for review with producers and clients.
• Prioritize and manage workflow to ensure responsibilities are handled efficiently and accurately.
• Collaborate with producers, associates, and team members, providing technical support to assist clients and achieve agency goals.
• Stay informed about industry, state, and federal regulations and carrier underwriting requirements.
• Educate and advise clients on coverages, exclusions, and exposures.
• Represent the agency alongside producers in handling complaints and concerns to maintain positive relationships with clients and carriers.
• Perform other duties as requested by management to support organizational goals.

Tools & Technology

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Strong team player with a positive attitude
• Analytical and detail-oriented with critical thinking skills for complex solutions
• Above-average mathematical skills
• Professional image in a business environment
• Respect for client and colleague confidentiality
• Highly motivated, self-starter with the ability to work independently in a fast-paced environment, committed to continuous learning
• Adherence to contract requirements and ability to make independent strategic decisions with discretion and judgment
• Willingness to work beyond standard hours for client meetings, deadlines, or training

Education and Special Requirements

• High school diploma or equivalent
• Associate's degree or higher preferred
• Property & casualty license
• 3-5 years of experience in property & casualty marketing preferred
• Awareness of E&O exposure and prevention techniques