Commercial Lines Account Manager – Large​/Layered Property

Our client, an independent insurance agency in Plano, TX, has an urgent need for two Commercial Lines Account Managers with strong experience in large, layered property accounts.

• Placing multi-layered excess (XS) property
• Layered excess liability, including buydowns
• Comfortable working both producer-hands-off books and producer-hands-on books

• Primarily remote/work-from-home
• Required in-office attendance for team meetings
• Mandatory training: minimum 2 weeks, on-site in the Plano office
• 15 days PTO, available immediately upon start date

• Excellent communication skills – written and verbal
• Knowledgeable with regards to insurance terminology, including coverages and their application
• Efficient, detail oriented, performs well under pressure and with accuracy
• Embraces technology and internal change to remain relevant within the industry
• Proficient in using major carrier online platforms for rating, quoting, binding, processing endorsements etc.
• Excellent time management skills
• Ability to multi-task and prioritize appropriately
• Organized and structured
• Responsive
• Takes complete ownership of delegated tasks
• Independent problem solver, and has the ability to think outside the box to achieve desired outcomes
• Believes in delivering a quality product, and excellent customer service
• Meets deadlines
• Takes initiative and delivers on promises
• Takes a proactive approach to managing assigned workload
• Proficient in Adobe, Microsoft products (Word, Excel, PowerPoint)

• Active Texas P&C license
• Access to internet
• Access to reliable means of transportation
• Appropriate working space in home
• Cell phone and ability to work inside phone applications used by the agency
• Ability to commute to the Plano office for required department meetings, new hire training, employee review, etc.

• New & Renewal Marketing
• Bonds
  - Commercial Lines
• Invoice New & Renewal Policies
• Start Renewal Action Plan
• Obtain Renewal Updates from Client
• Prepare Strategy Worksheets, as needed
• Correspond with Producer and Underwriters on Renewals & New Business
• New & Renewal Submissions
• Analyze quotes, compare forms & coverage, identify rounding opportunities
• Prepare Finance Agreements
• Prepare Proposals
• Collect all forms & additional information needed for binding (supplements, applications, TRIA, etc.)
• Negotiate premiums, coverages, and commissions with carriers on Renewals & New Business
• Renew policies in AMS (Agency Management System)
• Answer coverage questions
• All day-to-day account service & client inquiries
• Basic Claims Processing skills
• Prepare Auto  – renewal, new and during policy term
• Process All Audits – Final & Interim
  - Commercial Lines
• Direct and Agency Bill Endorsements/Invoicing
• Process Cancellations
• Conditional Non-renewal Notices
• Certificates – Renewals & during policy term
  - Commercial Lines
• Check Policies
• Order Loss Runs and prepare exhibits for renewals
• Endorsement Requests
• Attend new hire training in its entirety (2 weeks, on-site)
• Attend all required department meetings
• Act as adequate backup for your team and its members
• Maintain accurate documentation and files
• Maintain appropriate licensing and required CE hours