Commercial Lines Account Manager

Join the team as a Commercial Lines Account Manager at Pathfinder/LL&D Insurance Group
.

To provide service and marketing support on commercial accounts in accordance with the objectives and procedures outlined by PIA. Responsible to the Commercial Team Leader. Works with producers and all commercial personnel as a unit.

• Team player, works well with others
• Provide day‑to‑day and renewal service to accounts with premiums $20,000 and above
• Maintain direct communication with carrier underwriters and clients on servicing of accounts; determine resolutions and provide day‑to‑day servicing
• Obtain online quotes via carrier websites and/or by email for coverage on existing clients
• Prepare and complete applications and other documents for submissions and market new and renewal business in conjunction with Marketing Team and Producers
• Maintain controls on renewal expirations and binders
• Create coverage comparisons when analyzing risks
• Identify coverage gaps and suggest coverage enhancements
• Act as intermediary between clients and carriers when assigned accounts experience a claim
• Initiate account rounding opportunities
• Complete tasks with little supervision
• Use Microsoft Office (Outlook, Word, Excel) for coverage related spreadsheets
• Experience with Applied/Epic (Agency Management Software) is a plus, but not required
• Experience with Applied CSR
  24 is a plus, but not required
• Adapt to additional duties or functions as requested by management due to changing business conditions

Seeing, Hearing, Talking, Reading, Writing, Reaching, Stooping, Use of Hands, Walking. Sitting for several hours. Lifting up to 25 lbs.

Proficiency in traits above requires English for business letters, memos, customer interaction, presentations, proposals, employee communications, community work, etc.

• High school diploma with college degree or business school desirable
• At least five years of experience in underwriting or insurance agency service position
• Above average phone personality and ability to deal with people
• Knowledgeable in multiple lines of Commercial Property and Casualty Insurance
• Hold professional designation or actively pursuing (CISR, CIC, CPCU)
• Hold Texas Property/Casualty Insurance Agents License

Mid‑Senior level

Full-time

Sales, General Business, and Education

Wireless Services, Telecommunications, and Communications Equipment Manufacturing