Growth-Focused Small Business Insurance Account Manager

First United Bank; Plano (TX); Vor Ort; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

First United Bank in Plano is seeking an Insurance Small Business Account Manager to support agency sales and renewal teams, manage endorsements and billing, and handle certificates, evidence of insurance, auto ID cards, and binders. You will prepare proposals and assist with renewals while nurturing client relationships for smooth service.

The ideal candidate has 2+ years in insurance account management, a high school diploma or GED (college degree preferred), and a license; knowledge of Epic,

Qualifikationen

• 2+ years account management in the insurance industry is required.
• Obtain and maintain applicable licensing.
• Insurance designation preferred.
• High School diploma or GED; College degree preferred.

Aufgaben

• Service Commercial Lines Book of Business.
• Endorsements, Billing/payments, and doc handling.
• Issue certificates, evidence of insurance, auto ID cards and binders.
• Create proposals for agent‑ if needed; renewal submissions.
• Cancellation tracking and audit activities; monitor losses.

Kenntnisse

Account management

Ausbildung

High School diploma or GED

College degree preferred

Tools

Applied Epic

Microsoft Office

Carrier websites

Comparative rater websites

Jobbeschreibung

First United Bank in Plano is seeking an Insurance Small Business Account Manager to support agency sales and renewal teams, manage endorsements and billing, and handle certificates, evidence of insurance, auto ID cards, and binders. You will prepare proposals and assist with renewals while nurturing client relationships for smooth service.

The ideal candidate has 2+ years in insurance account management, a high school diploma or GED (college degree preferred), and a license; knowledge of Epic,