Commercial Insurance Account Manager

ZipRecruiter; Houston (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated professional to manage commercial lines business. This role involves providing exceptional customer service, coordinating with producers, and ensuring accuracy in policy management. The ideal candidate will have a strong understanding of commercial lines insurance and a desire for career growth. With a focus on client satisfaction and account management, this position offers a dynamic work environment with opportunities for hands-on training and professional development. If you're passionate about insurance and looking to make a difference, this opportunity is for you.

Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Monday - Friday Schedule

Hands-on Training

Career Growth Opportunities

Retirement Plan

Qualifications

• 3+ years experience in a similar position preferred.
• Must be licensed according to state and industry requirements.

Responsibilities

• Provide positive and accurate service to clients.
• Assist in marketing new and renewal business.
• Check policies for accuracy and handle client communications.

Skills

Customer Service

Commercial Lines Insurance

Communication Skills

Analytical Skills

Proficiency in MS Office

Education

College Degree

Tools

MS Word

Excel

Outlook

Access

PowerPoint

Job description

Job Description

Handle and process new and renewal commercial lines business according to agency procedures and guidelines; provide customer service to clients as assigned and requested. Maintain a positive attitude and support in obtaining, maintaining, expanding, and servicing commercial accounts.

Benefits

• Annual Base Salary + Commission
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Monday - Friday Schedule
• Hands-on Training
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Provide positive, prompt, accurate, and courteous service to clients.
• Coordinate expirations with producers to obtain renewal and/or new business information. Maintain expiration control log.
• Assist in marketing new and renewal business, determine premiums, prepare proposals and presentation packets, and maintain underwriting and marketing information by carrier. Accompany producer to client meetings when requested.
• Check new and renewal policies for accuracy in rating, typing, coverage, and signatures, and input these transactions to generate billing invoices. Ensure these are delivered or mailed to the client or producer for delivery.
• Handle phone calls from clients and companies regarding insurance, claims, or administrative needs, and respond accordingly or refer to the producer when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and overdue items.
• Perform special projects as requested by management.
• Meet with clients to discuss and handle their insurance needs.
• Keep producers informed of all important activities on their accounts.
• Assist other departments and producers in cross-selling and account rounding.
• Perform other related duties as assigned.

Minimum Requirements

• At least three (3) years' experience in a similar position preferred.
• College degree required.
• Must be licensed according to state and industry requirements.
• Ability to understand and analyze commercial lines insurance coverage, forms, procedures, and policy rating systems.
• Thorough understanding of commercial lines underwriting and coverages.
• Desire to acquire advanced insurance designations.
• Proficiency in computer software applications such as MS Word, Excel, Outlook, Access, and PowerPoint.
• Professional designation is a plus.
• Reliable transportation required.