Commercial Lines Account Manager

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Company parties
• Opportunity for advancement
• Training & development

• Advise clients on any coverage, billing, and claims questions as it pertains to their insurance program 
• Prepare, complete, and submit applications to insurance carriers; develop proposals and provide technical support in coordination with Producer(s)/Agent(s) 
• Responsible for follow-up with carriers and clients on various insurance program needs 
• Review policies, endorsements and all documentation for accuracy and quality standards 
• Assist clients with coverage changes, certificate requests, binders, and endorsements  
• Responsible for existing client account review and renewal process including client contacts, remarketing, proposals, and any correspondence. 
• Actively seek referrals from current clients and utilizes Applied Epic System to generate new business or cross sell new lines of coverage. 
• Manage non-renewals and cancellation requests to retain business where appropriate 
• Update policy changes on clients’ accounts in our system and advise insurance companies of these changes. 
• Consult with clients to help process quotes and issue renewals or any updates needed to current policies 
• Gather all documentation needed from the client for reporting a claim to the insurance company 
• Meet regularly with agents and staff to keep up with industry standards, insurance products/coverages, and carrier changes. 
• Work closely with insurance company underwriters, sales representatives, and account executives. 
• Pre-qualify and analyzes prospective business clients according to agency standards. 
• Negotiate with insurance carriers to obtain competitive rates for clients 

• Active Property and Casualty insurance license in Texas or willing to get licensed in 90 days 
• Strong customer service focus with a professional attitude and approach to business 
• Must have very strong follow up, written/verbal communication and problem-solving skills 
• Strong organizational and multitasking skills  
• Must have the ability to handle multiple and changing priorities in a fast-paced team environment 
• Insurance experience as an account manager or insurance agent is preferred but will provide training as needed  
• Experience in a sales or service organization preferred.  
• Knowledge of Applied Epic system is recommended but will provide training as needed 
• Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.) 
• Associates or bachelor’s degree recommended or insurance industry experience 
• High School diploma required. 

Flexible work from home options available.