Commercial Lines Account Manager Dallas

Criterion Executive Search, Inc.; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Criterion Executive Search, Inc. seeks a Commercial Lines Account Manager to support clients with service needs, process account changes, and help meet the agency's quality and service standards in partnership with Producers.

The role involves handling new and renewal commercial business, maintaining strong client relationships, and coordinating renewal reviews and coverage recommendations to ensure client retention.

Qualifications

• Experience in commercial lines insurance and client servicing.
• Strong communication and relationship-building skills.
• Ability to coordinate renewal reviews and coverage recommendations.

Responsibilities

• Provide exceptional service to existing and new clients, ensuring satisfaction.
• Maintain strong relationships with clients, prospects, and producers.
• Foster internal relationships and contribute to a positive culture.
• Develop new account plans for existing clients with coverage recommendations.
• Process renewal reviews and coordinate with producers on marketing strategies.
• Attend meetings/trainings to stay informed about products and services.
• Manage time effectively and support retention of accounts.

Skills

Customer service

Account management

Commercial insurance knowledge

Renewals processing

Job description

Job Summary

The Commercial Lines Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will partner with Producers in the handling and processing of new and renewal commercial business while maintaining high service standards.

Duties and Responsibilities

• Provide exceptional customer service to existing and new clients, ensuring complete satisfaction.
• Maintain strong relationships with clients, prospective clients, and producers.
• Foster internal relationships and contribute to the development of a positive organizational culture.
• Prioritize development of new account plans for existing clients by designing placement strategies, evaluating risks, and proposing coverage recommendations.
• Process and prepare renewal reviews 90 days out, coordinating with the producer on marketing strategy and providing the renewal presentation to the producer 30 days prior to expiration for delivery to the insured.
• Attend insurance company/vendor meetings, trainings, and functions to become familiar with their products and services.
• Practice effective time management, respecting both your own time and the time of others.
• Responsible for overall retention of accounts and assigned book of business by partnering closely with producers and other personnel on all aspects of client service, marketing, and renewals.