Commercial Lines Account Manager

Combined Agents of America, LLC; New Hampshire; On-site; USD 65,000 - 90,000; Full time

Job summary

Combined Agents of America, LLC is seeking an Account Manager for commercial lines based in San Antonio, TX. The role focuses on ongoing client management, retention, and coordinating with producers to support coverage and carrier relations.

The ideal candidate holds a Property & Casualty license (or commits to getting licensed in 90 days) and demonstrates excellent follow-up, communication, and organizational skills in a fast-paced environment. Training is available as needed.

Qualifications

• Active Property and Casualty license in Texas or willing to obtain within 90 days.
• Excellent follow-up, written and verbal communication skills.
• Strong organizational and multitasking abilities.
• Ability to handle multiple priorities in a fast-paced team.
• Insurance experience as an account manager or agent is preferred but training is provided.

Responsibilities

• Advise clients on coverage, billing, and claims questions.
• Prepare and submit applications to carriers; support proposals with Producers/Agents.
• Follow up with carriers and clients for various program needs.
• Review policies, endorsements, and documentation for accuracy.
• Assist with coverage changes, certificate requests, binders, endorsements.
• Manage renewal process, client contacts, remarks, proposals, and correspondence.
• Pre-qualify and analyze prospective clients per agency standards.
• Negotiate with carriers for competitive rates.

Skills

Customer service

Communication

Organization

Multitasking

Microsoft Office

Education

Associates or Bachelor’s degree recommended

High School diploma required

Tools

Applied Epic

MS Office

Job description

Account Manager Job Description The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer/agent to support clients and insurance carrier relationships. Account managers are responsible for managing the relationship between insurance company and the client. They work with a variety of individuals and businesses to help clients find the right coverage for the best price.

Account Manager Job Description The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer/agent to support clients and insurance carrier relationships. Account managers are responsible for managing the relationship between insurance company and the client. They work with a variety of individuals and businesses to help clients find the right coverage for the best price.

Commercial Lines Account Manager Job Duties

• Advise clients on any coverage, billing, and claims questions as it pertains to their insurance program
• Prepare, complete, and submit applications to insurance carriers; develop proposals and provide technical support in coordination with Producer(s)/Agent(s)
• Responsible for follow-up with carriers and clients on various insurance program needs
• Review policies, endorsements and all documentation for accuracy and quality standards
• Assist clients with coverage changes, certificate requests, binders, and endorsements
• Responsible for existing client account review and renewal process including client contacts, remarketing, proposals, and any correspondence.
• Actively seek referrals from current clients and utilizes Applied Epic System to generate new business or cross sell new lines of coverage.
• Manage non-renewals and cancellation requests to retain business where appropriate
• Update policy changes on clients’ accounts in our system and advise insurance companies of these changes.
• Consult with clients to help process quotes and issue renewals or any updates needed to current policies
• Gather all documentation needed from the client for reporting a claim to the insurance company
• Meet regularly with agents and staff to keep up with industry standards, insurance products/coverages, and carrier changes.
• Work closely with insurance company underwriters, sales representatives, and account executives.
• Pre-qualify and analyzes prospective business clients according to agency standards.
• Negotiate with insurance carriers to obtain competitive rates for clients

Commercial Lines Insurance Account Manager Qualifications

• Active Property and Casualty insurance license in Texas or willing to get licensed in 90 days
• Strong customer service focus with a professional attitude and approach to business
• Must have very strong follow up, written/verbal communication and problem-solving skills
• Strong organizational and multitasking skills
• Must have the ability to handle multiple and changing priorities in a fast-paced team environment
• Insurance experience as an account manager or insurance agent is preferred but will provide training as needed
• Experience in a sales or service organization preferred.
• Knowledge of Applied Epic system is recommended but will provide training as needed
• Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
• Associates or bachelor’s degree recommended or insurance industry experience
• High School diploma required.

Agency Location

San Antonio, Texas