Commercial Lines Account Manager Large Accounts

ThinkingAhead; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

ThinkingAhead, located in Austin, TX, seeks a Commercial Lines Account Manager to service a portfolio of middle market and large commercial accounts. You will nurture client relationships, process endorsements and billing, and support Producers while maintaining accurate policy data.

The role emphasizes renewal leadership, cross-functional collaboration, and knowledge of commercial lines markets, with licensing requirements in TX/Oklahoma and desirable professional designations.

Qualifications

• 3-7 years of Commercial Lines insurance account management experience is required.
• Oklahoma and TX Property & Casualty Insurance License is required.
• Thorough knowledge of commercial lines coverages and markets.
• Experience with handling large, complex risks.
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable.

Responsibilities

• Services Commercial Lines Book of Business, building relationships and ongoing client care.
• Endorsements, billing/payments, and related documentation duties.
• Assists Claims Coordinator when needed and creates renewal proposals.
• Leads renewal processes in partnership with Production team.
• Supports Producers as the first line of contact when unavailable, remarkets accounts as needed.

Skills

Relationship management

Attention to detail

Communication

Problem solving

Leadership during renewal processes

Education

High School Diploma or GED

College degree preferred

CISR/CIC/AINS/AAI/ARM/CRM/CPCU desirable

Tools

Applied Epic

Microsoft Office

Insurance carrier websites

Job description

The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieving operating/margin targets, and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.

RESPONSIBILITIES

• Services Commercial Lines Book of Business, including:
  • Builds and solidifies relationships with existing clients by providing ongoing customer care
  • Endorsements
  • Billing/payments (invoice transactions, record payments, prepare finance agreements)
  • Assists Claims Coordinator (when needed)
  • Creates new/renewal business submissions
  • Loss runs (create letters, order loss runs/obtain/order experience modifiers)
  • Gathers & helps complete supplemental applications & supporting documentation
  • Issues certificates, evidence of insurance, auto id cards, and binders
  • Processes and mails out policies
  • Creates proposals for Producers
  • Cancellation tracking and processing (pending and canceled)
  • Audit tracking
  • Issues and Processes Bonds
• In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
• Supports one or more Producers and is the first line of contact when the Producer is not available
• Remarkets accounts when necessary
• Account rounding for existing Commercial Lines business
• Rating and Comparisons
• Builds carrier relationships and keeps up with carrier updates and underwriting information
• Maintains complete and accurate client and policy data and documents within the operating systems

Education and Work Experience

• High School Diploma or GED equivalent, College Degree preferred
• 3-7 years of Commercial Lines insurance account management experience is required
• Oklahoma and TX Property & Casualty Insurance License
• Thorough knowledge of commercial lines coverages and markets
• Experience with handling large, complex risks
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable

Technical/Functional Competencies

• Proficient in PC operating systems – Applied Epic
• Proficient in Microsoft Office - Outlook, Word, Excel, etc.
• Knowledge of and experience with Insurance Carrier websites