Bilingual Commercial Insurance Account Manager

Shamrock Trading Corporation; Overland Park (KS); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Shamrock Trading Corporation in Overland Park, KS, seeks a Spanish Speaking Account Representative to be a primary contact for clients, delivering outstanding service while supporting their business needs. You will manage accounts, resolve issues, process adjustments, and identify opportunities to strengthen client relationships.

Fluency in English and Spanish is required, along with strong communication, analytical skills, and proficiency with Microsoft Office.

Qualifications

• Fluent in English and Spanish; able to communicate across cultures.
• Strong analytical and technical skills; detail oriented.
• Excellent verbal, written and interpersonal communication.
• Organized with ability to multitask and work in a team.

Responsibilities

• Interact with clients and deliver exceptional customer service across accounts.
• Maintain and update customer records; process adjustments.
• Resolve product or service issues by clarifying complaints and determining solutions.
• Carry out regular risk assessments and follow procedures to minimize risk.
• Recommend products or services by analyzing customer needs.

Skills

Bilingual English/Spanish

Customer service

Data analysis

Microsoft Office

Education

Bachelor's Degree in Business Administration, Finance, or related field

Tools

Microsoft Office

Job description

About the Role

Shamrock Trading Corporation and RTS Insurance Solutions Inc. are seeking a detail-oriented and customer-focused Commercial Insurance Account Manager to join our dynamic team. This role is ideal for an experienced professional with a strong background in managing accounts, providing exceptional service to clients and maintaining relationships with carriers. The Commercial Insurance Account Manager will be responsible for managing and servicing a portfolio of commercial insurance accounts, assisting in the placement of coverage, upselling our other business units and ensuring overall client satisfaction.

What You’ll Do

• Develop and maintain strong relationships with clients, understanding their unique business needs and ensuring their satisfaction with our services
• Oversee the daily management of commercial insurance accounts, including renewals, policy changes, endorsements, and claims reporting
• Work with brokers, underwriters, and insurance carriers to place and secure appropriate coverage for clients, ensuring policies are in compliance with client needs
• Advise clients on risk management strategies and insurance coverages to mitigate potential risks
• Proactively manage the retention of accounts and identify opportunities for cross-selling and up-selling additional services and coverages to meet client needs
• Prepare and maintain accurate records of client interactions, coverage details, and policy documentation
• Assist clients with claims procedures, providing guidance and ensuring timely follow-up for resolution
• Work closely with internal teams and external partners, including sales, operations and underwriting, to ensure seamless service delivery and optimal client outcomes

What You’ll Bring

• Must possess a valid property/casualty insurance license
• Proven track record in account management/customer service, business development, and client retention, in the commercial insurance space
• Exceptional analytical skills with the ability to evaluate submissions and determine optimal solutions in alignment with market conditions and underwriting guidelines
• Excellent communication and interpersonal skills to build client relationships and collaborate with team members
• Highly organized with strong attention to detail and the ability to manage multiple accounts simultaneously
• Goal-driven with the ability to work independently while also being a collaborative team player