Account Manager - Commercial P&C

Summit Financial Group, Inc.; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services organization located in Dallas, Texas, is seeking an experienced Account Manager for Commercial Property and Casualty (P&C) insurance. This role involves managing client relationships, ensuring outstanding customer service, and directing the new business and renewal processes. Candidates must have previous experience in commercial property and casualty insurance and demonstrate strong communication and organizational skills. The position focuses on both client retention and the growth of the assigned book of business.

Qualifications

• Must have previous commercial property and casualty insurance experience.
• Proficient in client relationship management.
• Mastery of Acord Forms is essential.

Responsibilities

• Lead point of contact for assigned clients.
• Coordinate timelines and deadlines for presentations.
• Respond to RFPs and evaluate carrier proposals.
• Develop relationships with carriers.
• Manage client files using CRM systems.

Skills

Commercial property and casualty insurance experience

Client relationship management

Proficiency with Acord Forms

CRM system usage

Job description

MUST HAVE PREVIOUS COMMERCIAL PROPERTY AND CASUALTY INSURANCE EXPERIENCE!!!

Overview

The Account Manager (Commercial P&C) provides support to the President, Risk Management Division. The focus of this position is to ensure professional account management and outstanding customer service to the clients. They will direct the new business and renewal process and collaborate with producers to make decisions about client presentations. Account Manager is a subject matter expert and makes certain the clients’ needs are met in a timely manner and must be willing to assume the full responsibility of client retention. Finally, Account Manager is expected to contribute to the growth of their assigned book of business.

Responsibilities / Essential Functions

• Operate as the lead point of contact and relationship manager for an assigned book of business.
• Coordinate timelines and deadlines with producers, clients/prospects, Client Service Representatives and other team members for all presentations and plan updates.
• Collaborate with team to respond to RFPs, evaluate carrier proposals, and determine which options are most suitable for clients.
• Mastery of Acord Forms including but not limited to applications, binders, and certificates. Keep producers informed of any changes within client base.
• Proactively contact clients with courtesy communication to ensure plans are running smoothly and address any questions. Send out updates regarding industry, carrier, legislative, newsletters, and invitations to seminars/events.
• Coordinate with team to prepare new business and renewal communications and collect and complete any application and plan change documentation based on client’s decisions and finalize a successful implementation.
• Actively stay informed of insurance products, plans, representative and insurance regulations change through industry communications, meetings, webinars and continuing education.
• Develop and maintain strategic working relationships with carriers.
• Use CRM systems to manage client files and record all activity with clients and prospects for review.
• Recognize areas of weakness, provide suggestions, and update documentation for process improvement.
• Maintain a minimum book size.
• Complete assigned education requirements within Total CSR learning system.
• Enroll in and progress towards a professional designation.
• Perform related responsibilities and general administrative duties as required or assigned.