Commercial Lines Account Manager or Account Executive

Criterion Executive Search, Inc.; Houston (TX); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Great work/life balance

Job summary

A leading recruitment agency is seeking an experienced Account Manager to manage and retain a book of business in the insurance sector. This role involves day-to-day servicing, client communications, and the handling of new and renewal business. The ideal candidate must be licensed to bind insurance coverages, possess a strong knowledge of commercial insurance, and demonstrate excellent client management skills. The position offers flexibility with remote or hybrid work options.

Qualifications

• Must be licensed to bind coverages in accordance with carrier agreements.
• Working knowledge of all lines of commercial insurance is required.
• Experience in managing client accounts and providing customer service.

Responsibilities

• Perform day-to-day servicing and maintenance of assigned accounts.
• Compile and organize client information for processing business.
• Respond to client requests and assist in marketing accounts.

Skills

Knowledge of commercial insurance

Client relationship management

Communication skills

Job description

Agency offering remote or hybrid work with a great work/life balance.

An Account Manager (AM) must perform all tasks in the day-to-day servicing, maintenance and retention of assigned book of business in a timely, accurate and professional manner.An AM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures.

They must have a working knowledge of all lines of commercial insurance, and be able to coordinate, review and monitor all technical support necessary for the servicing of client accounts, including but not limited to:

• Compile and organize all client information necessary to manage and process new and renewal business.
• Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required.
• Be able to discuss coverages, options and assist client in the decision-making process. Recommend coverage enhancements when appropriate.
• Assist with oral and written presentations to clients and prospects as necessary.
• Obtain customer feedback and take appropriate action; document all customer and carrier conversations.