Commercial Account Manager

A great place to work.

Responsible for the highest level of customer service to Commercial Lines Accounts. Providing prompt, accurate and courteous service to agency clients. Working independently & collaboratively with clients, producers & company representatives to design & execute a comprehensive insurance program specific to insureds needs. Developing a professional rapport with clients, company representatives and business associates; by maintaining knowledge of commercial lines coverage and company underwriting guidelines.

Maintaining security and client confidentiality. Upholding and encouraging a positive work environment.

Helping Texans Build Texas aligning with our organization’s values of Respect, Responsive, Responsible.

• Collectively or independently explore, create, execute, review all information necessary to design & implement appropriate insurance programs for clients both new and renewal in accordance with agency and underwriting guidelines.
• Manage/maintain assigned book of business ensuring timely renewal relationship continuation process is handled according to agency standards and guidelines as to protect client, agency E&O exposure and carrier partner relationships.
• Accurately representing insured(s) to carrier partners according to agency submission standards.
• Prepare proposal, & summaries of insurance & in collaboration with producer, present proposal to client, obtain required signatures & warranties required to secure coverage.
• Maintain/update agency management systems/platforms with all required information according to agency procedures.
• Prepare summaries of insurance for producer / client review.
• Prioritize & manage workflow to ensure efficient, timely & accurate handling of responsibilities.
• Collaborate with producers, associates & agency team members, providing technical support, to assist clients & reach agency goals.
• Maintains knowledge of industry state & federal rules & regulations and carrier underwriting requirements.
• Consult, inform, educate clients on coverages, exclusions & exposures.
• Represents the agency in collaboration with producers in handling complaints, concerns, for an amicable relationship with client & carriers.
• All other duties requested by management to assist agency in achieving organizational goals.

• Microsoft office products (Word, Excel, PowerPoint, Outlook)
• Team player with positive approach to co-workers, duties & organizations
• Analytical, detail oriented, ability to think critically regarding complex solutions
• Above average mathematical skills
• Projection of professional image in a business professional environment
• Respect confidentiality of clients and associates
• Highly motivated, self-starter, ability to work independently in a fast-paced, team environment with minimal instruction with commitment to continuous learning
• Overseeing & adhering to contract requirements
• Making independent strategic decisions which require expert level of discretion, education, knowledge & independent judgement
• At times involves responsibilities beyond standard office hours i.e. client meetings, client deadlines, industry training events

• High school diploma or equivalent.
• Associates level or higher education preferred
• Property & casualty license
• Three - five years’ experience in property & casualty marketing preferred
• Awareness of E & O exposure and use of E & O prevention techniques