Commercial Account Manager

Patterson & Associates Insurance Agency; Richardson (TX); Vor Ort; USD 65.000 - 95.000; Vollzeit

Benefits dieser Stelle

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

401K

Zusammenfassung

Patterson & Associates Insurance Agency, located in Richardson, TX, seeks a Commercial Account Manager to manage commercial client relationships and coverage needs with precision and a personal touch.

In this role you will coordinate renewals, prepare coverage proposals, and maintain accurate client data while collaborating with Risk Advisors to improve coverage. A Texas P&C license and CIC/CISR valued.

Qualifikationen

• Active Texas Property and Casualty Insurance License.
• Five or more years of experience managing commercial lines accounts.
• Strong command of agency management systems and carrier portals; Applied EPIC experience is a plus.
• Ability to interpret complex policy language and coverage forms.
• Effective communication skills for client meetings.
• Professional certification such as CIC or CISR is highly valued.

Aufgaben

• Act as the primary point of contact for our commercial clients, addressing their questions and coverage needs with care.
• Coordinate the renewal process by reviewing policies and ensuring our clients have the best possible protection.
• Prepare and present coverage proposals and professional summaries for new and existing accounts.
• Maintain accurate client data and policy documentation within our internal systems.
• Collaborate with our Risk Advisors to identify gaps in coverage and proactively suggest improvements.
• Solve day-to-day administrative challenges with a solution-oriented mindset.

Kenntnisse

Relationship management

Communication

Policy interpretation

Ausbildung

Texas Property and Casualty License

CIC or CISR certification

Tools

Applied EPIC

Agency management systems

Carrier portals

Jobbeschreibung

Job Description

At Patterson & Associates Insurance Agency, we believe that insurance is about more than just policies; it is about providing peace of mind to the business owners who keep our community running. Located in the heart of Richardson, Texas, our office is a place where professional excellence meets a welcoming, supportive culture. We are looking for a Commercial Account Manager who values deep relationships and enjoys the challenge of simplifying complex risks for our clients. In this role, you will be the backbone of our commercial service team, ensuring that every interaction is handled with precision and a personal touch. You won't just be managing paperwork; you will be acting as a trusted advisor who helps our clients protect their hard work and future growth. We place a high value on your expertise and your ability to bring clarity to our clients. If you are looking for a place where your contributions are genuinely valued and where you can grow your career alongside a team that treats each other like family, we would be delighted to welcome you to our Richardson office.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• 401K

Responsibilities

Act as the primary point of contact for our commercial clients, addressing their questions and coverage needs with care.

Coordinate the renewal process by reviewing policies and ensuring our clients have the best possible protection.

Prepare and present coverage proposals and professional summaries for new and existing accounts.

Maintain accurate client data and policy documentation within our internal systems.

Collaborate with our Risk Advisors to identify gaps in coverage and proactively suggest improvements.

Solve day-to-day administrative challenges with a solution-oriented mindset.

Requirements

Active Texas Property and Casualty Insurance License.

Five or more years of experience managing commercial lines accounts is preferred.

Strong command of agency management systems and carrier portals. Applied EPIC experience is a plus.

Ability to interpret complex policy language and coverage forms.

Effective communication skills for both written correspondence and client meetings.

Professional certification such as CIC or CISR is highly valued.