Commercial Lines Account Manager

LocationPlano
Job type Permanent
DisciplineAgency
Reference140237

Job description

Job Summary

A growing independent agency is seeking a highly motivated and experienced Commercial Lines Account Manager. This role involves managing and servicing a diverse portfolio of commercial accounts, providing tailored insurance solutions, and collaborating closely with producers to drive client satisfaction and retention. The position offers a dynamic, team-oriented environment with opportunities for continued growth and development.

Responsibilities

  • Collaborate with producers to develop marketing strategies for both new and renewal business.
  • Review client exposures, input applications into the agency management system, and prepare competitive insurance quotes.
  • Assess client insurance needs and present appropriate coverage recommendations.
  • Bind coverage and finance contracts, finalize quotes, prepare proposals, and coordinate timely invoicing.
  • Issue Auto ID cards and renewal certificates in advance of policy expiration.
  • Manage automatic renewals and confirm policy accuracy.
  • Oversee policy issuance, conduct policy checks, and generate policy summaries.
  • Handle a book of business primarily composed of mid-to-large commercial accounts, including generalist accounts with some specialized industry exposure.
  • Maintain a balanced workload with a focus on both new business and renewals.

Qualifications/Requirements

  • Licenses/Certifications: Active Property & Casualty (P&C) license required.
  • Experience: 3-5+ years of relevant experience in commercial lines account management.
  • Software Proficiency: Applied Epic experience preferred.
  • Skills:
    • Strong organizational and time management skills.
    • Excellent communication and interpersonal abilities.
    • Detail-oriented with a commitment to accuracy.
    • Team player with a driven and proactive attitude.

If you are a dedicated professional with a passion for delivering exceptional client service and are looking for a rewarding career opportunity, we encourage you to apply today.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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