Gestor de Cuentas de Líneas Comerciales

Bailey Insurance and Risk Management; Waco (TX); Híbrido; USD 55.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Christmas Luncheon

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Competitive Pay

Professional Development

Job Stability in a growing industry

Descripción de la vacante

Bailey Insurance and Risk Management in Texas is seeking an Account Manager to maintain and maximize profitable relationships with clients and grow the book of business through new client sales. You will renew commercial accounts, foster strong client relationships with agency producers, and coordinate with underwriters to secure favorable renewal terms.

Responsibilities include answering client questions, filing claims, issuing Certificates of Insurance, and ensuring accurate policy

Formación

• Hold the insurance license required by your state.
• Minimum of four years of commercial lines experience.
• Bachelor's Degree preferred.
• Familiarity with AMS 360.
• Strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.
• Customer-focused and professionally assertive in servicing clients.
• Excellent time management and communication skills.

Responsabilidades

• Make sure all insurance policies are renewed for the commercial accounts you are handling.
• Foster and maintain excellent relationships with clients and agency producers.
• Complete renewal applications with underwriters to arrange best renewal terms.
• Answer client questions, file claims, issue Certificates of Insurance, and request endorsements.
• Demonstrate a true concern for helping our customers.
• Check policies as they are received to ensure accuracy.
• Invoice policies and prepare premium financing notes for non-direct-bill policies.
• Return all calls and emails promptly.

Conocimientos

Insurance license

Commercial lines experience

Customer-focused

Strong communication

Knowledge of insurance products

Educación

Bachelor's Degree

Herramientas

AMS 360

Descripción del empleo

Benefits

• Christmas Luncheon


• 401(k)


• 401(k) matching


• Bonus based on performance


• Competitive salary


• Dental insurance


• Health insurance


• Paid time off


• Training & development

The Account Manager at Bailey Insurance and Risk Management is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits/Perks

• Competitive Pay


• Professional Development


• Job Stability in a growing industry

Responsibilities

• Make sure all insurance policies are renewed for the commercial accounts you are handling.


• Foster and maintain excellent relationships with clients and agency producers


• Complete renewal applications as needed and work with underwriters in arranging the best renewal terms and conditions possible for our insureds.


• Answer client questions, file claims, issue Certificates of Insurance as requested, and request policy endorsements as needed.


• Demonstrate a true concern for helping our customers.


• Check policies as they are received in the agency in order to make sure they are correct


• Invoice all policies and prepare premium financing notes for those policies that are not direct bill and which the insured desires to finance.


• Return all calls and emails promptly.

Qualifications

• Hold the insurance license required by your state and have a minimum of FOUR years of commercial lines experience.


• A Bachelor's Degree is a big plus.


• Familiarity with AMS 360 is a big plus!


• Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations to effectively handle a commercial lines desk.


• Have a sweet spirit so as to mesh with the amazingly kind and sweet people who work in the agency.


• Be customer-focused, and professionally assertive in servicing existing clients.


• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.


• Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.

Flexible work from home options available.