Commercial Lines Account Manager

Criterion Executive Search, Inc.; Houston (TX); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Criterion Executive Search, Inc. is seeking Commercial Lines Account Managers for remote and hybrid roles across small biz to large accounts.

The AM will service, maintain and retain a book of business, coordinate with carriers and internal teams, and ensure timely, accurate client support. Candidates should be licensed to bind coverages, have working knowledge of all lines of commercial insurance, and be able to discuss coverages, options and renewals with clients and prospects.

Qualifications

• AM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies.
• Working knowledge of all lines of commercial insurance.
• Ability to discuss coverages and options and assist in decision‑making.

Responsibilities

• Compile and organize client information to manage and process new and renewal business.
• Respond to client and carrier requests, process cancellations and endorsements, and assist in marketing accounts.
• Discuss coverages and options and assist clients in decision‑making; recommend enhancements when appropriate.
• Assist with oral and written presentations to clients and prospects.
• Obtain customer feedback and document all customer and carrier conversations.

Job description

Remote and Hybrid openings for Commercial Lines Account Manager positions. Small Biz, Middle Market and Large account positions.

An Account Manager (AM) must perform all tasks in the day-to-day servicing, maintenance and retention of assigned book of business in a timely, accurate and professional manner.An AM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures.

They must have a working knowledge of all lines of commercial insurance, and be able to coordinate, review and monitor all technical support necessary for the servicing of client accounts, including but not limited to:

• Compile and organize all client information necessary to manage and process new and renewal business.
• Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required.
• Be able to discuss coverages, options and assist client in the decision-making process. Recommend coverage enhancements when appropriate.
• Assist with oral and written presentations to clients and prospects as necessary.
• Obtain customer feedback and take appropriate action; document all customer and carrier conversations.