Account Manager – Commercial Lines

Capstone Search Group; San Antonio (TX); Híbrido; USD 60.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid schedule

Full benefits

Descripción de la vacante

Capstone Search Group collaborates with a growing independent agency in the greater San Antonio area to recruit an experienced Commercial Insurance Client Manager for its Property and Casualty division. This role focuses on managing a book of business and delivering high-quality service.

The ideal candidate has 5–7 years in commercial lines, holds a state license (CIC/CISR preferred), and can leverage EPIC.

Formación

• 5–7 years of experience with commercial lines property & casualty.
• State insurance license is required.
• CIC or CISR credentials preferred.
• Experience using EPIC software is highly desired.

Responsabilidades

• Daily management of an assigned book of business.
• Interact with internal/external stakeholders and client contacts.
• Collaborate with sales and leadership to improve long-term client retention and satisfaction.

Conocimientos

Customer service

Leadership

Commercial lines

Client relations

Educación

State insurance license

CIC certification

CISR certification

Herramientas

EPIC

Descripción del empleo

About the Role

Insurance job opening in the the greater San Antonio area for an experienced Commercial Insurance Client Manager with an independent agency that has experienced recent growth and is looking to add to a dynamic team of account service members in their Property and Casualty division.

Duties & Responsibilities

• Daily management of an assigned book of business
• Interaction with internal and external stakeholders, vendor partners, and client contacts
• Work closely with sales team and executive leadership to create long term client retention and overall satisfaction

Skills & Experience

• 5-7 years of experience working with commercial lines property and casualty coverages, products and services
• State insurance license required
• Professional designations such as CIC, CISR preferred
• Experience working with EPIC strongly desired

Job Specs

• Goal: Integrate an experienced middle market client manager to the service team
• Proficiency: Middle market accounts a huge plus
• Someone who demonstrates leadership qualities and can jump right into a challenging role
• Ability: Immediately assume a book of business and work autonomously

Compensation, Benefits, & Perks

$60-75,000 + full benefit package + hybrid schedule

Tagged as: account manager, agency, casualty, commercial lines, customer service, property