Commercial Insurance Account Manager

The Nitsche Group; Round Rock (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Vision insurance

401(k)

Competitive salary

Dental insurance

Professional Development

Job Stability in a growing industry

Job summary

The Nitsche Group in Round Rock, TX is seeking a Commercial Account Manager to maintain strong client relationships through prompt, professional handling of inquiries and coordination with carriers and colleagues.

You will update policies, quote, renew, bind coverage, and present options while gathering data and supporting producers to meet client needs. Strong communication and problem-solving are essential.

Qualifications

• Hold the Texas Insurance License and have a minimum of five years of insurance account management experience.
• Demonstrate strong knowledge of insurance products, underwriting procedures, and carrier interactions.
• Display excellent phone manner, written and verbal communication, and math reading skills.

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, answering questions, and documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies.
• Collaborate with producers to understand client needs, gather data, present options, finalize and bind coverage, and negotiate with carriers.
• Discuss products with customers, quote renewals, and provide requested documentation.
• Resolve issues by identifying root cause and expediting solutions, ensuring follow-up.
• Review audits or policies and coordinate corrections between client and carrier.
• Maintain records of customer interactions in the agency management system.

Skills

Customer focus

Phone etiquette

Communication skills

Time management

Problem solving

Education

Texas Insurance License

Tools

Agency management systems

Rating tools

Carrier website navigation

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Vision insurance
• 401(k)
• Competitive salary
• Dental insurance

The Commercial Account Manager is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks

• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies.
• Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, and negotiate with carriers when necessary.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Hold the Texas Insurance License and have a minimum of five years of insurance account management experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.