Commercial Lines Account Manager

Texas Insurance Service Center; United States; On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) and matching

Health insurance

Performance-based bonus

Flexible work from home

Paid time off

Job summary

A leading insurance provider in Texas is seeking an Independent Insurance Agent with expertise in Commercial Insurance. Responsibilities include marketing and servicing accounts, processing documentation, and ensuring client satisfaction. The role offers flexibility with work-from-home options and a competitive benefits package including 401(k) and health insurance. Candidates should be licensed or willing to obtain relevant licenses, and reside within 35 miles of San Antonio. Prior customer service experience is preferred.

Qualifications

• Legally authorized to work in the US.
• Experience in Commercial Insurance required.
• Willing to obtain Property and Casualty license.

Responsibilities

• Marketing and servicing assigned accounts.
• Processing documentation for new accounts.
• Providing technical expertise on insurance products.
• Maintaining organization of client information.

Skills

Customer Service

Commercial Insurance Expertise

Technical Skills

Education

High School Diploma or Equivalent

Property and Casualty License

Tools

Computers and Email

Insurance Rating Systems

Job description

• 401(k)
• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Vision insurance

Cross Pointe Insurance Advisors now has offices in Texas, Arkansas and Oklahoma and are rapidly growing and expanding. We are a great company to work for with competitive wages, work from home positions and a very generous fringe benefit package. This package includes such items as paid time off beginning the first day of employment, a 401k plan with an employer match that is deposited to your account each payroll, company paid life insurance and long term disability insurance, and group health. We also have an HSA and FSA plan with an employer contribution to your HSA. We also pay for licensing renewals. Additionally, we offer through payroll deductions affordable vision care, dental care, additional life insurance, critical care and short term disability plans. Our hours are flexible based on the location.

Responsibilities

• Marketing, servicing and providing support to Producers and to maintaining and expanding all assigned house accounts.
• Processing documentation on new house accounts.
• Coordinating receipt and organization of prospect and client information/documents to support coverage and placement of accounts; following established agency guidelines to determine appropriate marketing actions on house accounts.
• Pursuing account‑rounding opportunities on assigned house accounts; reviewing all policy changes received from the insurance carriers for accuracy and completeness, and requesting corrections as needed; and advising the senior staff members of any potential problems or discrepancies.
• Developing and maintaining a knowledge base of the evolving products and services.
• Rating and quoting new and existing coverages through rating system or websites.
• Providing technical expertise and professional proposals and presentations on property and casualty products for personal lines, commercial lines and employee benefits.
• Determining acceptability and placement, completing applications or endorsement requests and collecting premiums when applicable.
• Securing and submitting required renewal underwriting information, such as credit, Clue, MVRs. Maintaining an own follow‑up and suspense file on outstanding orders and correspondence. Following up on all overdue and suspense items. Maintaining underwriting files in an orderly and up to date manner. Keeping producers informed on important activities on their accounts.
• Positively interacting with agency team members to ensure client‑focused solutions and services are delivered, including team mentoring and coaching. Refer prospective clients to producers and assist in servicing as necessary. Participating in industry and community organizations as a representative of the company. Participating in seminars and other training to maintain required licenses and for knowledge and skill development.

Position Details

This position will have the ability to work from home with company provided equipment although we do require you to report to work on occasion at the San Antonio office. Due to being in the office on occasion, our preference is that a candidate live in the San Antonio or surrounding area. We also prefer that an applicant have, or have had, a Property and Casualty license. We pay on a semi‑monthly basis.

If you are looking for a new opportunity with a great company that is growing and expanding, we welcome you to apply and speak with us. We are looking forward to hearing from you.

Flexible work from home options available.

If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice!

IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.

IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?

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Qualifications

• Are you legally authorized to work in the US?
• Are you licensed for Commercial Insurance?
• How many years of experience do you have with Commercial Insurance?
• Do you currently hold or are you willing to obtain a Property and Casualty license prior to hire?
• What makes you a good candidate for this position?
• What about this job attracts you?
• What assets do you think you bring to this company?
• How many years of Customer Service experience do you have?
• Are you comfortable with computers, email, using the internet, and learning new computer programs?
• Highest level of education
• Do you live within 35 miles of San Antonio

Benefits of working as an Independent Insurance Agent

Career advancement in a growing field

With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)

Flexibility

Insurance can give you a rewarding career and well‑rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)

Make a Difference

Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)

Job Security

Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)

I am always challenged! Every day it is something new. I am challenged to learn new skills to complete projects. I am challenged to understand an industry I came in knowing little about. I am challenged to think outside of the box to be successful in a niche market. I am challenged to become a better writer. I am challenged to be a leader. I am challenged to think like an owner.