Commercial Lines Insurance Account Manager

ZipRecruiter; Dallas (TX); Hybrid; USD 70,000 - 80,000; Full time

Job summary

An independent agency is seeking a skilled Commercial Line Account Manager to oversee a diverse portfolio of commercial accounts. This role is pivotal in fostering relationships among clients, service teams, and insurance carriers. The ideal candidate will possess a strong background in insurance, excellent negotiation skills, and the ability to deliver exceptional client service. Join a dynamic team where your expertise will directly impact client satisfaction and business success. If you are passionate about insurance and client relations, this is the perfect opportunity for you!

Qualifications

• Extensive knowledge of various insurance coverage products is essential.
• Strong negotiation skills with insurance carriers and brokers are required.

Responsibilities

• Coordinate annual marketing efforts and carrier negotiations.
• Provide detailed cost and coverage analyses for clients.
• Consult with clients on mid-term policy changes and needs.

Skills

P&C License

Negotiation Skills

Client Communication

Insurance Knowledge

Risk Management

Job description

Job Description

Position: Insurance - Commercial Line Account Manager (Mid Market Generalist)

Location: Dallas, TX

Salary: $70,000-80,000 depending on experience, knowledge, and qualifications

Position is in office, but will consider local candidates for hybrid remote.

Job Summary:

An Independent Agency is looking for an experienced Senior Account Manager with a generalist background to join their team. This position will be responsible for a significant book of business consisting of commercial accounts from a variety of industries. This individual plays a key role in maintaining relationships between the service team, clients, and insurance carriers.

Responsibilities include but are not limited to:

1. Coordinating annual marketing efforts and carrier negotiations;
2. Providing detailed cost and coverage analyses;
3. Answering client policy and coverage questions;
4. Consulting with clients on mid-term policy changes;
5. Providing monthly reporting of client values to carriers;
6. Coordinating and conducting claim review meetings for selected accounts;
7. Visiting client sites to identify potential exposures and needs;
8. Reviewing loss analysis and completing risk management analysis;
9. Working with producers to complete action steps necessary to close renewals, including gathering and researching risk management/insurance and renewal data for marketing;
10. Securing the renewal of existing business with assigned accounts and overseeing activities related to the quality of service provided to clients;
11. Collaborating with multiple producers within the Agency.

Required Competencies:

• P&C License required
• Advanced designations are preferred but not mandatory
• Extensive knowledge of various insurance coverage products
• Excellent negotiation skills with insurance carriers, brokers, wholesalers, and alternative risk markets
• Ability to provide first-class service to assigned accounts, including certificate issuance, timely communication, and client education regarding insurance
• Strong verbal and written communication skills with clients, insurance personnel, and third parties
• Knowledge of claims processes, including participation in claim reviews
• Risk management background is desirable

All inquiries will be kept confidential.