Gestor de Cuentas de Seguros - Líneas Comerciales

Insurance One Agency, LC; Dallas (TX); Ibrido; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k)

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Vision insurance

Descrizione del lavoro

Insurance One Agency, LC in Dallas, TX is seeking an experienced Commercial Lines Account Manager to join our Dallas office. This role manages and services an assigned book of business while building strong relationships with clients, carriers, producers, and internal teams.

The ideal candidate has deep Commercial Lines knowledge, the ability to work independently, and a commitment to responsive service, accuracy, and follow-through.

Competenze

• Texas Property & Casualty license is required.
• Minimum of 3 years of Commercial Lines Account Management experience.
• Strong knowledge of Commercial Lines products, coverages, underwriting practices, and carrier procedures.
• AMS360 experience strongly preferred.
• Excellent client engagement and relationship-management skills.
• Strong verbal and written communication skills and a professional phone presence.
• Ability to work independently, prioritize responsibilities, and manage multiple accounts and deadlines.
• Strong attention to detail, organization, follow-up, and problem-solving skills.
• Proficiency with agency management systems and rating tools.
• Collaborate with producers and team members.

Mansioni

• Manage and service an assigned portfolio of Commercial Lines accounts while maintaining strong client relationships.
• Respond promptly and professionally to client inquiries regarding existing policies, coverage, billing, certificates, endorsements, claims, and other service needs.
• Process policy changes, endorsements, renewals, cancellations, payments, certificates, and other client requests.
• Assist with new business by gathering underwriting information, reviewing exposures, obtaining quotes, evaluating coverage options, and preparing proposals.
• Work closely with producers to identify client needs, round out accounts, and develop new business opportunities.
• Review existing policies and renewals for accuracy, coverage needs, limits, exposures, and potential gaps.
• Communicate with insurance carriers, underwriters, and other business partners to obtain information, negotiate solutions, and resolve issues.
• Review audits, policies, endorsements, and other documents for accuracy and coordinate corrections when necessary.
• Handle customer concerns and service issues from initial contact through resolution, including appropriate follow-up.
• Maintain accurate and detailed client records, activities, and documentation within AMS360 and other agency systems.
• Utilize carrier websites, rating systems, agency management systems, and other technology to efficiently manage accounts.
• Collaborate with producers and other team members while sharing knowledge and assisting with questions and complex service issues.
• Participate in team meetings, training, and other agency initiatives as needed.

Conoscenze

Commercial Lines knowledge

Client relationship management

Verbal & written communication

Attention to detail

Independent work

Time management

Problem solving

Team collaboration

Formazione

Texas Property & Casualty license

Strumenti

AMS360

Descrizione del lavoro

Benefits:

• 401(k)
• Bonus based on performance
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Commercial Lines Account Manager

Insurance One Agency, LC — Dallas, TX

Insurance One Agency, LC is seeking an experienced Commercial Lines Account Manager to join our Dallas office. This position is responsible for managing and servicing an assigned book of business while building strong, lasting relationships with clients, insurance carriers, producers, and internal team members.

The ideal candidate is a client-focused, self-motivated professional who is comfortable working independently, has strong Commercial Lines knowledge, and understands the importance of responsive service, accuracy, follow-through, and attention to detail.

What You’ll Do

• Manage and service an assigned portfolio of Commercial Lines accounts while maintaining strong client relationships.
• Respond promptly and professionally to client inquiries regarding existing policies, coverage, billing, certificates, endorsements, claims, and other service needs.
• Process policy changes, endorsements, renewals, cancellations, payments, certificates, and other client requests.
• Assist with new business by gathering underwriting information, reviewing exposures, obtaining quotes, evaluating coverage options, and preparing proposals.
• Work closely with producers to identify client needs, round out accounts, and develop new business opportunities.
• Review existing policies and renewals for accuracy, coverage needs, limits, exposures, and potential gaps.
• Communicate with insurance carriers, underwriters, and other business partners to obtain information, negotiate solutions, and resolve issues.
• Review audits, policies, endorsements, and other documents for accuracy and coordinate corrections when necessary.
• Handle customer concerns and service issues from initial contact through resolution, including appropriate follow-up.
• Maintain accurate and detailed client records, activities, and documentation within AMS360 and other agency systems.
• Utilize carrier websites, rating systems, agency management systems, and other technology to efficiently manage accounts.
• Collaborate with producers and other team members while sharing knowledge and assisting with questions and complex service issues.
• Participate in team meetings, training, and other agency initiatives as needed.

What We’re Looking For

• Texas Property & Casualty insurance license required.
• Minimum of 3 years of Commercial Lines Account Management experience.
• Strong working knowledge of Commercial Lines insurance products, coverages, rating, underwriting practices, and carrier procedures.
• AMS360 experience strongly preferred.
• Strong client engagement and relationship-management skills.
• Excellent verbal and written communication skills and a professional phone presence.
• Ability to work independently, prioritize responsibilities, and manage multiple accounts and deadlines.
• Strong attention to detail, organization, follow-up, and problem-solving skills.
• Ability to handle challenging client situations professionally and find effective solutions.
• Strong computer and technology skills, including agency management systems, carrier portals, and rating tools.
• Personal accountability, professionalism, and a strong sense of urgency.
• Ability to work collaboratively with producers, account managers, carriers, and other team members.

Benefits & Perks

• Competitive compensation
• Job stability with an established and growing insurance agency
• Opportunity to work with a professional and experienced team
• Career growth and development opportunities

Flexible work from home options available.