Commercial Lines Associate Account Manager

(EAST TEXAS) Onsite-Hybrid

Primary Responsibility:
The Commercial Lines Associate Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $50,000 to $300,000 in revenue.

• Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows
• Responsible for coordinating the renewal process, account development and retention of existing customers
• Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs
• Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons
• Ability to handle insured and underwriting questions
• Ability to create and process finance agreements
• Orders and issues binders, certificates, policies, endorsements, and other related items
• Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports
• Proficient in all Account Processor essential functions & responsibilities
• Responsible for maintaining the integrity of client and policy information in the agency management system
• Establish and build relationships with customers and carriers

• Provide backup and support for other team members.
• Pursue a program of personal and professional development through Total CSR
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent and/or college degree
• Hold a valid Texas General Lines Agent License
• At least one year of commercial experience
• Proficient in tasks such as policy checking, endorsement and audit processing.

• College degree
• A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS
• A minimum of two years of commercial lines insurance experience

• Intermediate to advanced-level proficiency with Microsoft Office
• Ability to learn the agency management software.
• Ability to work with internal and external clients at all levels.
• Ability to follow directions.
• High level of organizational skills.
• Ability to work independently self-motivated and meets timed deadlines.
• Ability to follow processes and procedures set forth by the agency.
• Ability to problem solve
• Strong attention to detail and the ability to work with a high degree of accuracy.
• Ability to work with a team.
• Ability to communicate professionally, both oral and written.
• Ability to build and maintain client relationships.