Claims Processing, Communication Skills, Cross-Selling, Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Insurance, Insurance Sales, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Property and Casualty Insurance, Record Keeping, Records Management, Relationship Management, Resolve Customer Issues, Risk, Sales Management, Team Player, Underwriting
Join a Growing Commercial Insurance Team in Houston
Pathfinder is actively hiring a Commercial Lines Account Manager to support and manage a dynamic book of business with premiums of $20,000 and above. This hybrid role based in Houston, TX offers the flexibility you want with the collaboration and career growth you need.
If you're a skilled insurance professional who enjoys client interaction, solving coverage challenges, and working alongside top producers and underwriters—this is your next move.
Key Responsibilities
Manage and service a portfolio of mid-to-large commercial accounts
Provide day-to-day client support and renewal management
Communicate with carrier underwriters and clients to resolve service needs
Obtain and evaluate quotes from multiple carriers
Prepare submissions and applications for new and renewal business
Track renewals, expirations, and binders to ensure accuracy and timeliness
Create coverage comparisons and identify gaps in coverage
Recommend coverage enhancements and risk solutions
Assist clients through claims processes as needed
Identify opportunities for account rounding and cross-selling
Maintain accurate records within agency management systems
Qualifications
5+ years of experience in commercial insurance (agency or underwriting)
Strong knowledge of Commercial Property & Casualty insurance
Active Texas Property & Casualty License required
Excellent communication and relationship management skills
Ability to manage multiple priorities with minimal supervision
Proficiency in Microsoft Office (Outlook, Word, Excel)
Experience with Applied Epic and/or CSR24 is a plus
Industry designations (CISR, CIC, CPCU) or pursuit of certifications preferred
⭐ Why Pathfinder?
Competitive salary based on experience
Hybrid work flexibility (Houston-based team)
Comprehensive benefits: medical, dental, vision
Paid time off + company holidays
401(k) with company contribution
Career advancement and professional development support