Commercial Lines Associate Account Manager

Heartland Security Insurance Group; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Commercial Lines Associate Account Manager to join their supportive and family-oriented team. In this role, you will be responsible for managing commercial accounts, ensuring client satisfaction, and coordinating the renewal processes. The company values work-life balance and offers a generous benefits package, including health insurance and paid time off. With a focus on professional development and a fun work environment, this is an excellent opportunity for someone looking to grow in the insurance field while feeling valued and appreciated. Join a team that treats you like family!

Benefits

Paid Time Off

Health Insurance

Life Insurance

Long Term Disability

Employee Assistance Program

Retirement Plans

Qualifications

• High school diploma or equivalent and/or college degree required.
• At least one year of commercial experience needed.

Responsibilities

• Manage and service commercial accounts with revenue between $50,000 to $300,000.
• Coordinate renewal processes and maintain client relationships.

Skills

Organizational Skills

Communication Skills

Problem Solving

Client Relationship Management

Education

High School Diploma

College Degree

Tools

Microsoft Office

Agency Management Software

Job description

At Heartland, we are focused on results, not corporate politics. We foster a harmonious work environment where associates feel like family. We strive to be the employer of choice, and believe all of our associates should have fun at work! We are hardworking – but not at the expense of our families. At Heartland, you will find an entrepreneurial environment where we take the time to educate, coach and lead employees into further opportunities within our company. We want all of our associates to enjoy a good work-life balance and are welcomed in our environment. We strive to show our employees that they are more than just a number and viewed as an integral part of our organization.

Heartland recognizes the importance of a quality benefits package, not only to our associates, but to their families. That’s the Heartland way. Our generous benefit package includes (but is not limited to) Paid Time Off, Health Insurance, Life Insurance, Long Term Disability, Employee Assistance Program, and two retirement plans.

At Heartland, we go out of our way to make our associates feel at home and celebrate their achievements and contributions to the company. Our environment consists of several appreciation events throughout the year and we encourage every employee, near & far, to join us with their families to enjoy good food, fun and comradery. Our benefits package, appreciation events, and fun work environment go above industry standard. We want our employees to feel like family – so we treat them like family.

Primary Responsibility
The Commercial Lines Associate Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $50,000 to $300,000 in revenue.

Essential Functions & Responsibilities

1. Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows.
2. Responsible for coordinating the renewal process, account development and retention of existing customers.
3. Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs.
4. Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons.
5. Ability to handle insured and underwriting questions.
6. Ability to create and process finance agreements.
7. Orders and issues binders, certificates, policies, endorsements, and other related items.
8. Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports.
9. Proficient in all Account Processor essential functions & responsibilities.
10. Responsible for maintaining the integrity of client and policy information in the agency management system.
11. Establish and build relationships with customers and carriers.

Additional Functions & Responsibilities

1. Provide backup and support for other team members.
2. Pursue a program of personal and professional development through Total CSR.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Qualifications

1. High school diploma or equivalent and/or college degree.
2. Hold a valid Texas General Lines Agent License.
3. At least one year of commercial experience.
4. Proficient in tasks such as policy checking, endorsement and audit processing.

Preferred Qualifications

1. A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS.
2. A minimum of two years of commercial lines insurance experience.

Knowledge, Skills & Abilities

1. Intermediate to advanced-level proficiency with Microsoft Office.
2. Ability to learn the agency management software.
3. Ability to work with internal and external clients at all levels.
4. Ability to follow directions.
5. High level of organizational skills.
6. Ability to work independently, self-motivated and meets timed deadlines.
7. Ability to follow processes and procedures set forth by the agency.
8. Ability to problem solve.
9. Strong attention to detail and the ability to work with a high degree of accuracy.
10. Ability to work with a team.
11. Ability to communicate professionally, both oral and written.
12. Ability to build and maintain client relationships.