Commercial Insurance Account Manager

QUAD, a SolomonEdwards Company; Dallas (TX); Remote; USD 70,000 - 90,000; Full time

Job summary

An established industry player is seeking a skilled Commercial Insurance Account Manager to join their dynamic team. This remote position, requiring residency in Texas, focuses on managing a multimillion-dollar book of business. The ideal candidate will excel in client relationship management, policy processing, and renewal management. You'll have the opportunity to work with a diverse clientele, ensuring their insurance needs are met while driving new business opportunities. Join a forward-thinking company that values your expertise and offers a supportive environment for professional growth.

Qualifications

• Active Property & Casualty license required.
• 2+ years of experience in Commercial Lines Account Management.

Responsibilities

• Build and maintain client relationships addressing needs and issues.
• Manage daily account activities, including policy processing and invoicing.
• Lead client teams in delivering services and executing solutions.

Skills

Commercial Lines Account Management

Client Relationship Management

Policy Processing

Loss Analysis

Renewal Management

Education

Bachelor's Degree

Tools

EPIC System

Job description

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QUAD, a SolomonEdwards Company provided pay range

This range is provided by QUAD, a SolomonEdwards Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $90,000.00/yr

Direct message the job poster from QUAD, a SolomonEdwards Company

Title: Commercial Insurance Account Manager

Location: Dallas, TX (REMOTE – must live in Texas)

Salary: $70,000 - $90,000 + bonus

*Position is REMOTE, but must live in TEXAS*

Our client, a Top 50 Property & Casualty Insurance Broker, is seeking an experienced Commercial Lines Account Manager to join their growing team. This position is based in the Dallas-Fort Worth metro area; however, it is REMOTE (must reside in TX). The ideal candidate will have experience managing a middle market & large line, multimillion-dollar book of business, handling pre & post renewal cycles, and interacting with clients daily to focus on retention.

If interested, please send your resume to [e-mail]. All resumes will be kept confidential, and no information will be shared without your consent.

Responsibilities:

• Build and maintain relationships with clients by addressing their needs, including underwriting or policy issues.
• Manage daily account activities: processing policies/endorsements, invoicing, certificates, premium breakdowns, auto ID cards, policy changes, reviewing forms, providing coverage comparisons, loss analysis, and responding to coverage questions.
• Track client account balances and coordinate with accounting for prompt payments.
• Set up new and renewal policies.
• Lead multiple client teams in delivering services, planning, and executing client solutions.
• Handle renewals, service requests, claims, billing, and new policies, including marketing renewal business.
• Monitor accounts and communicate account activity.
• Build relationships with carriers through account interactions.
• Manage the renewal process: review loss info, obtain updates, handle applications, remarket, negotiate renewal pricing, and prepare proposals and binders.
• Proactively seek new business opportunities and ask for referrals.
• Market renewals and new business, collaborating with marketing.
• Review applications, policies, endorsements, and audits for accuracy.
• Perform loss/claim analysis and summaries.
• Document client interactions and information.
• Share coverage and market insights with colleagues.
• Use EPIC system effectively to maintain accurate data and documents.

Qualifications:

• Must reside in Texas.
• Active Property & Casualty license (required).
• Bachelor's Degree (preferred but not required).
• At least 2 years of Commercial Lines Account Management experience.

Compensation will be determined based on education, experience, location, and skills.

SolomonEdwardsGroup, LLC is an Equal Opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or veteran status.

We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important, and we do not sell your data. For more info, see our privacy policy: https://solomonedwards.com/privacy-policy/#ccpa