Commercial Relationship Manager

McKinney Chamber; McKinney (TX); Hybrid; USD 55,000 - 90,000; Full time

Job summary

Best Practices insurance brokerage in Texas is seeking a Commercial Relationship Manager to drive client relationships from initial sales through the lifecycle. This is a full-time, W-2, non-exempt role in a hybrid environment with base salary plus commission on new business and renewals.

You will manage CRM pipeline, coordinate with the Risk Advisor, draft proposals, and ensure complete submissions with executive summaries, ACORDs, and loss runs.

Qualifications

• Excellent verbal and written communication skills.
• Active General Lines Insurance Agent license in Texas; high school diploma or equivalent; a bachelor’s degree is preferred.

Responsibilities

• Proactively manage the CRM pipeline and identify required services.
• Draft and send proposals; coordinate with Risk Advisor on account submissions and submissions packages.
• Perform renewal workflows and manage the Renewal Pipeline; update notes and account status.

Skills

Verbal communication

Written communication

Education

Texas General Lines Insurance Agent license

High school diploma or equivalent

Bachelor's degree preferred

Job description

Our nationally recognized Best Practices insurance brokerage is looking to add a Commercial Relationship Manager to our team.

***NOTE: This is not an entry-level position. If you don't have at least one year of experience in an insurance agency, please don't apply for this role.***

This role is a full-time W-2 non-exempt, hybrid environment role. The compensation is a base salary plus a commission split on both new business AND renewals.

Purpose

Cultivate and actively manage the client relationship beginning with the initial sales process and continuing throughout the client lifecycle.

Routine Decision Making

Team members are empowered to make decisions and act on all service requests, policy changes and cross sell opportunities.

Supervisory Responsibility

None. Reports to Vice President of Sales with dotted line to CEO.

Responsibilities

• Proactive action in managing CRM pipeline
• Identify required services
• Capture notes
• Know policies and code correctly
• Read departmental emails to learn account history
• Inbound/Outbound calls
• Identify training opportunities
• Use critical thinking when evaluating inbox, policies, and requests
• Assist Risk Advisor in performing sales workflow
• Update pipeline with notes and accurate status
• Perform renewal workflows and actively manage the Renewal Pipeline
• Account Management
  • Draft and send proposals as part of the Sales Workflow
  • Work the Account Submission Workflow in coordination with Risk Advisor
  • Communicate with prospects and clients as needed
  • Ensure a “complete submission” is ready for all accounts
    • Executive summary
    • ACORDs
    • Loss Runs or No Known Loss Letter
    • Supplemental application
  • Communicate with underwriters in coordination with Risk Advisor
• Service
  • Generate policy proofs as needed
  • Endorsements
  • Inspection forms and documents
  • Audit Tracking tool
  • File and distribute
  • Premium financing setup
  • Monitor Accounts Payable status to ensure prompt receipt of payments

Knowledge, Skills, Abilities, Education

• Knowledge
  Prior insurance agency experience of 1-3 years is required. Prior experience in a public-facing CSR type of role is a positive.
• Skills/Abilities
  Excellent verbal and written communication skills.
• Formal Education
  Active license at General Lines Insurance Agent with Texas Dept of Insurance. High school diploma or equivalent required. Bachelor's degree in relevant field preferred.

Additional Info

• Job Type: Full-Time
• Experience Level: Entry Level
• Job Function: Customer Service