Commercial Lines Account Manager

CivicMinds, Inc; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid time off + holidays

401(k) with company contribution

Job summary

CivicMinds, Inc in Houston seeks an experienced Commercial Insurance Account Manager to service a portfolio of mid-to-large accounts and grow the book of business. This role focuses on day-to-day client support, renewal management, and collaborating with carrier underwriters to resolve coverage needs; you will prepare submissions and quotes, track renewals, and identify opportunities for cross-selling.

Strong knowledge of Commercial Property & Casualty, Texas licensing, and MS Office proficiency

Qualifications

• Minimum 5+ years in commercial insurance (agency or underwriting).
• Strong knowledge of Commercial Property & Casualty insurance.
• Active Texas Property & Casualty License required.
• Excellent communication and relationship management skills.
• Ability to manage multiple priorities with minimal supervision.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Experience with Applied Epic and CSR24 is a plus.
• Industry designations (CISR, CIC, CPCU) or pursuit of certifications preferred.

Responsibilities

• Manage and service a portfolio of mid-to-large commercial accounts
• Provide day-to-day client support and renewal management
• Communicate with carrier underwriters and clients to resolve service needs
• Obtain and evaluate quotes from multiple carriers
• Prepare submissions and applications for new and renewal business
• Track renewals, expirations, and binders to ensure accuracy and timeliness
• Create coverage comparisons and identify gaps in coverage
• Recommend coverage enhancements and risk solutions
• Assist clients through claims processes as needed
• Identify opportunities for account rounding and cross-selling
• Maintain accurate records within agency management systems

Skills

Account management

Renewal management

Client communication

Multi-tasking

Relationship management

MS Office

Carrier liaison

Education

Texas Property & Casualty License

CISR/CIC/CPCU pursuit

Tools

Applied Epic

CSR24

Job description

• Manage and service a portfolio of mid-to-large commercial accounts
• Provide day-to-day client support and renewal management
• Communicate with carrier underwriters and clients to resolve service needs
• Obtain and evaluate quotes from multiple carriers
• Prepare submissions and applications for new and renewal business
• Track renewals, expirations, and binders to ensure accuracy and timeliness
• Create coverage comparisons and identify gaps in coverage
• Recommend coverage enhancements and risk solutions
• Assist clients through claims processes as needed
• Identify opportunities for account rounding and cross-selling
• Maintain accurate records within agency management systems

Qualifications

• 5+ years of experience in commercial insurance (agency or underwriting)
• Strong knowledge of Commercial Property & Casualty insurance
• Active Texas Property & Casualty License required
• Excellent communication and relationship management skills
• Ability to manage multiple priorities with minimal supervision
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Experience with Applied Epic and/or CSR24 is a plus
• Industry designations (CISR, CIC, CPCU) or pursuit of certifications preferred
• Paid time off + company holidays
• 401(k) with company contribution
• Career advancement and professional development support