Commercial Insurance Account Manager - Texas

NavSav Holdings LLC

Houston (TX)

Hybrid

USD 60,000 - 90,000

Full time

6 days ago
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Benefits offered by this job

Medical Insurance
Dental and Vision Insurance
Supplemental Benefits
Paid Time Off
Remote work (upon approval)

Job summary

NavSav Holdings LLC is seeking a passionate Commercial Lines Account Manager in Houston to grow and retain a diverse client base. The role emphasizes high-energy client service, needs analysis, and leveraging multiple carriers to tailor policies.

You will guide clients through coverage options and support retention initiatives. The ideal candidate has a P&C license, experience with commercial lines, and strong communication skills.

Qualifications

  • Property and Casualty license required.
  • Experience with Commercial Lines Insurance.
  • Experience with multiple carriers.
  • Pass background check.
  • Strong verbal and written communication.
  • Good operational computing skills; 45+ WPM.
  • Independent, self-starter attitude.
  • Strong analytical and problem-solving abilities.
  • Ability to multi-task.
  • EPIC management system experience preferred.

Responsibilities

  • Maintain and nurture relationships with existing clients and owners.
  • Conduct needs analysis with each client, uncovering gaps in coverage.
  • Manage commercial client accounts and contribute to agency growth and re-marketing.
  • Provide prompt, accurate and friendly customer service.
  • Respond to inquiries regarding coverage, changes, claims and billing.
  • Become familiar with NavSav products, services and systems.
  • Promote new business, cross-sell, and support initiatives.

Skills

P&C license
Commercial lines experience
Carrier relationships
Communication skills
Multi-tasking
EPIC experience
Microsoft Office

Tools

Microsoft Office

Job description

We have a SPOT for YOU at NavSav! We are in need of a passionate, hard working, and experienced Commercial Lines Account Manager to add to our team. We are a rapidly growing independent insurance enterprise with over 75+ locations in 20+ states. We have access to 150+ carriers which equates to much higher retention and customer satisfaction!

We are searching for talented people who will help us shake up the insurance world and guide the NavSav of tomorrow. Our people bring ambition, passion, and innovation to every dimension of our company. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success.

About the role

We are hyper focused on GROWTH and RETENTION. We feel that it is just as important to retain our loyal clients as it is to bring in new clients! We need a committed account manager just like you to bring high energy and motivation to help meet goals and initiatives. The ideal account manager would be enthusiastic about this position and the part that you will play in providing best in class customer service to clients while helping them to prepare for the unexpected! If this sounds like you, we are ready for you!

Responsibilities
  • Maintain and nurture relationships with existing clients and business owners
  • Conducting needs analysis with each client, making sure to uncover any gaps in coverage.
  • Managing commercial client accounts, contributing to the new business goals of the agency, and re-marketing commercial policies.
  • Provide prompt, accurate and friendly customer service
  • Respond to inquiries regarding insurance coverage, policy changes, claims submissions, and billing verification efficiently
  • Become familiar with products, services and systems
  • Contribute to individual goals and agency success through promoting new business, cross-selling and new initiatives
Requirements
  • Property and Casualty insurance license required.
  • Experience with Commercial Lines Insurance
  • Experience with multiple carriers
  • Pass background check
  • Strong verbal/written communication and interpersonal skills
  • Good operational computing skill/typing 45+ WPM (Microsoft Office Suites, Internet Browsers)
  • Confident self-starter who works well independently
  • Strong analytical and problem-solving capabilities
  • Ability to multi-task
  • Applied EPIC management system experience preferred
Benefits
  • Medical Insurance
  • Dental and Vision Insurance
  • Supplemental Benefits
  • Paid Time Off (starts accruing immediately)
  • 2 Annual Wellness days
  • 401K/with up to 4% employer match
  • Paid Holidays
  • Remote work (upon approval)
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