Commercial Insurance Account Manager

Capstone Search Group; Dallas (TX); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Capstone Search Group in the Dallas–Fort Worth area is seeking a Commercial Insurance Account Manager to act as the lead client service contact for middle market accounts across industries, including construction and real estate.

The role prefers recent Applied Epic experience, active state insurance licensure, and a hybrid work schedule in the Dallas area, with responsibilities spanning service delivery, relationship management, and coordination with carriers.

Qualifications

• Lead client service contact for middle market accounts.
• Experience across industries, notably construction and real estate.
• Hybrid schedule in Dallas–Fort Worth area.

Responsibilities

• Lead client service contact for middle market accounts.
• Manage book of business across construction and real estate clients.
• Coordinate with carriers and underwriters to service accounts.

Skills

Client service

Relationship management

Mid-market experience

Insurance knowledge

Cross-industry exposure

Education

Active state insurance license

Tools

Applied Epic

Job description

About the Role

Hybrid work schedule with an independent agency in the Dallas-Ft. Worth area. TheCommercial Insurance Account Managerrole requires experience working as the lead client service contact for middle market accounts which can be across a variety of industries, most notably areas like construction and real estate. Here are some other job specs:

• Location: Dallas area. Agency offers a hybrid schedule.
• Systems: Recent experience with Applied Epic is highly preferred.
• License:Active state insurance license.
• Insurance Expertise:Prior experience working on a similar book of business (approximately 40-50 clients with an average revenue of $20k-$50k/reach).

Tagged as: agency, casualty, client service, commercial lines, construction, insurance, property, real estate