Commercial Lines Account Manager

Salary85000
LocationThe Woodlands
Job type Permanent
DisciplineAgency
Reference149859

Job description

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a team. This role involves managing a full book of business, providing exceptional service to clients, and supporting the growth of the organization. The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and the ability to work independently in a predominantly remote environment.

Compensation Package

  • Salary: $70,000 - $80,000 annually+ (depending on experience)
  • Benefits:
    • Medical, dental, and vision insurance
    • Remote work setup with provided equipment
    • Onsite meetings approximately 8 times per year

Responsibilities

  • Manage a book of business, handling accounts ranging from $5,000 to $500,000.
  • Provide claims and payment assistance to clients.
  • Conduct policy renewals, coverage reviews, pricing, and delivery.
  • Support new business sales, including sourcing, quote preparation, and presentation.
  • Prepare ACORD and application forms.
  • Handle inbound and outbound sales and service phone calls.
  • Maintain and update data in the Applied Systems Epic agency management system.
  • Collaborate with MGAs and underwriters to ensure efficient account management.
  • Utilize Microsoft Outlook, Word, and Excel for daily tasks.
  • Adapt to new responsibilities and learn new skills as needed.

Qualifications/Requirements

  • Licenses/Certifications: Property & Casualty (P&C) license required.
  • Experience:
    • Minimum of 5 years in commercial insurance account management.
    • Experience with surplus lines is essential.
    • Proficiency in Applied Systems Epic is preferred.
  • Technical Skills: Proficient in Microsoft Outlook, Word, and Excel.
  • Soft Skills:
    • Personable and approachable demeanor.
    • Strong team player with excellent communication skills.
    • Ability to work independently and manage multiple priorities effectively.
  • Work Environment:
    • Remote work environment with occasional onsite meetings (approximately 8 times per year).
    • Must be available for initial onsite training.

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