Commercial Lines Account Manager

Benchmark Insurance Group; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Bonus opportunities

Commission pay

Percentage of Revenue Bonus

Job summary

Benchmark Insurance Group is seeking an experienced Account Manager to serve commercial clients in Houston, TX. You will act as the primary liaison for assigned accounts, coordinate endorsements, renewals, and claims, and collaborate with underwriters to deliver tailored coverage solutions.

Ideal candidates hold a Property & Casualty license, have 2+ years in AMS360 or similar, and demonstrate strong communication, cross-selling, and compliance with industry regulations.

Qualifications

• Must hold state-issued Property and Casualty license.
• Minimum experience as an account manager in commercial lines.
• Solid understanding of various insurance company policies and coverages.
• Familiarity with working procedures in commercial enterprises to advise clients.
• Proficient in Microsoft Office (Word, Excel) and related tools.

Responsibilities

• Serve as the primary contact for assigned commercial accounts, ensuring timely communication with clients.
• Address client inquiries, manage endorsements, renewals, and claims accurately.
• Review client portfolios regularly to ensure adequate coverage and opportunities for cross-selling.
• Manage renewal processes and identify coverage gaps, presenting solutions to retain clients.
• Collaborate with underwriters, claims specialists, and sales teams for seamless service.
• Document client interactions and policy changes accurately in the agency system.

Skills

Client communication

Customer service

MS Office

Policy understanding

Education

High school diploma or equivalent

Property & Casualty License (Required)

AMS360 experience (2 years preferred)

Insurance sales experience (Preferred)

Tools

AMS360

Job description

Job Roles & Responsibilities

Account Management & Client Service

• Serve as the primary point of contact for assigned commercial accounts, ensuring timely and effective communication with clients.
• Address client inquiries, manage endorsements, renewals, and claims with precision and speed.
• Review client portfolios regularly, ensuring adequate coverage and identifying opportunities for cross‑selling or up‑selling additional products.

Client Retention & Satisfaction

• Manage the renewal process, proactively identifying coverage gaps and presenting alternative solutions to maintain high client retention rates.
• Conduct periodic reviews and coverage assessments with clients to enhance satisfaction and ensure proper risk management.

Team Collaboration

• Collaborate with underwriters, claims specialists, and sales teams to deliver seamless service and ensure the best outcomes for clients.
• Provide input on client needs, market trends, and service improvements to management.

Documentation & Compliance

• Ensure accurate documentation of client interactions, policies, and changes within the agency management system.
• Stay updated on industry trends and regulatory requirements to provide compliant and relevant coverage solutions.

Sales Support & Strategy

• Assist Account Executives with new business development by supporting sales presentations, providing coverage recommendations, and preparing proposals.
• Contribute to the growth of Benchmark’s market share by actively identifying leads and referring prospects.

Qualifications Needed

• State‑issued, valid insurance license(s) required: Property and Casualty Insurance License (required)
• Previous experience in the insurance industry as an account manager for commercial lines (required)
• A thorough understanding of a variety of insurance company policies and insurance coverage offerings, including their costs and benefits
• Sound knowledge or eagerness to learn the intricacies of working procedures within commercial enterprises to best advise clients on relevant policies
• Proficient in Microsoft Office programs such as Word and Excel (required)

Benefits

• Dental insurance
• Health insurance
• Paid time off

Supplemental Pay

• Bonus opportunities
• Commission pay
• Percentage of Revenue Bonus

Education

• High school or equivalent (Preferred)

Experience

• AMS360: 2 years (Preferred)
• Insurance sales: 3 years (Preferred)

License / Certification

• Property & Casualty License (Required)

Work Location

In person