Commercial Lines Account Manager Dallas

Criterion Executive Search; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Profit Sharing potential

Medical, Vision, and Dental Insurance Plans

401K match

Commitment to community involvement

Job summary

Criterion Executive Search is seeking a dedicated customer service professional in Dallas, Texas, committed to providing exceptional service to commercial customers, primarily in technology and entrepreneurial growth-oriented sectors.

This hybrid role involves maintaining client relationships and ensuring policy compliance while driving departmental revenue growth. The candidate will engage in community involvement and benefit from profit-sharing opportunities, medical coverage, and a 401K match.

Responsibilities

• Provide accurate and professional customer service to assigned commercial customers.
• Help achieve departmental and organization revenue growth goals.
• Maintain effective relationships with clients, carriers, and agency personnel.
• Comply with client service standards managing policy reviews and endorsements.
• Understand commercial P&C insurance exposures, rating, and coverage.

Job description

This is a generalist book with technology, real estate, construction, and non-profits. Middle market accounts are generally premiums in excess of $200,000. Book Size: The goal is a million dollars in revenue with fewer than 55 accounts.

Responsibilities

• This position is primarily responsible for providing accurate and professional customer service to assigned commercial customers with a book consisting primarily of technology and entrepreneurial growth-oriented companies
• Responsible for helping achieve department and organization revenue growth goals through customer retention and collaboration within the department and organization
• Maintains a positive attitude and establishes effective relationships with clients, carriers, and agency personnel
• Complies with client service deliverable standards, including managing policy reviews, certificate requests, and endorsements
• Maintains a thorough understanding of commercial P&C insurance exposures/rating/coverage and forms

Agency Offers

• Hybrid Role
• Profit Sharing potential
• A commitment to community involvement through volunteering, local giving, and the RHSB Foundation
• Medical, Vision, and Dental Insurance Plans
• 401K match