Commercial P&C Account Manager - Growth & Retention

Summit Financial Group, Inc.; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services organization located in Dallas, Texas, is seeking an experienced Account Manager for Commercial Property and Casualty (P&C) insurance. This role involves managing client relationships, ensuring outstanding customer service, and directing the new business and renewal processes. Candidates must have previous experience in commercial property and casualty insurance and demonstrate strong communication and organizational skills. The position focuses on both client retention and the growth of the assigned book of business.

Qualifications

• Must have previous commercial property and casualty insurance experience.
• Proficient in client relationship management.
• Mastery of Acord Forms is essential.

Responsibilities

• Lead point of contact for assigned clients.
• Coordinate timelines and deadlines for presentations.
• Respond to RFPs and evaluate carrier proposals.
• Develop relationships with carriers.
• Manage client files using CRM systems.

Skills

Commercial property and casualty insurance experience

Client relationship management

Proficiency with Acord Forms

CRM system usage

Job description

A leading financial services organization located in Dallas, Texas, is seeking an experienced Account Manager for Commercial Property and Casualty (P&C) insurance. This role involves managing client relationships, ensuring outstanding customer service, and directing the new business and renewal processes. Candidates must have previous experience in commercial property and casualty insurance and demonstrate strong communication and organizational skills. The position focuses on both client retention and the growth of the assigned book of business.