HHC Commercial Lines Associate Account Manager

Heartland Security Insurance Group; Tyler (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Heartland Security Insurance Group in Tyler, TX is seeking a Commercial Lines Associate Account Manager to service and manage commercial accounts valued from $50,000 to $300,000 in revenue. The role supports producers, coordinates renewals, and processes applications and quotes.

You will build relationships with clients and carriers, ensure accuracy in the agency management system, and work hybrid in Tyler with a focus on service and compliance.

Qualifications

• High school diploma or equivalent and/or college degree.
• Hold a valid Texas General Lines Agent License.
• At least one year of commercial experience.
• Proficient in policy checking, endorsement and audit processing.

Responsibilities

• Provide technical support for the producer in maintaining existing commercial accounts.
• Coordinate the renewal process, account development and retention of existing customers.
• Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs.
• Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons.
• Ability to handle insured and underwriting questions.
• Ability to create and process finance agreements.
• Orders and issues binders, certificates, policies, endorsements, and other related items.
• Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports.
• Proficient in all Account Processor essential functions & responsibilities.
• Responsible for maintaining the integrity of client and policy information in the agency management system.
• Establish and build relationships with customers and carriers.
• Provide backup and support for other team members.
• Pursue a program of personal and professional development through Total CSR.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills

Attention to detail

Organizational skills

Independent work

Professional communication

Education

High school diploma or equivalent and/or college degree

College degree

Tools

Microsoft Office

Agency management software

Job description

Location: Tyler, TX

Remote Status: Hybrid

Job Id:268

# of Openings:1

Who We Are

Hibbs-Hallmark & Co. Insuranceis a diversified risk management company providing a complete portfolio of services includingcustom-designed traditional insuranceandself-insurance programs,loss control, andclaims administration. Our ability to be innovators in the industry has enabled us to become one of the largest risk management firms in the Southwest, with offices inTyler, Dallas, Forney, Austin, Houston, and San Antonio. We will continue to work hard to earn business and provide our clients with the highest possible level of service and expertise.

Structure and Ownership

With roots back to the 1800s,Hibbs-Hallmark & Co. Insurancewas the founding entity forHeartland Security Insurance Groupin 2001. Heartland is comprised of eight different insurance and risk management businesses, providing products and services globally. Each of the companies offers solutions to distinct client groups in the federal, state, and private sectors. The organization has been under continuous private family ownership for 50 years. Today, it has over 60 stockholders as well as ESOP ownership. In addition to providing an important retirement benefit to associates, the ESOP assures that everyone in the organization has a vested interest in providing the very highest level of service to the client. www.hibbshallmark.com

Commitment to the Community

Hibbs-Hallmark & Co. Insurance, and the parent organization,Heartland Security Insurance Group, have a long history of philanthropy to the local, national, and international communities.

Licensing

Hibbs-Hallmark & Co. Insuranceis licensed in all fifty (50) states.

Primary Responsibility

The Commercial Lines Associate Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $50,000 to $300,000 in revenue.

Essential Functions & Responsibilities

• Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows
• Responsible for coordinating the renewal process, account development and retention of existing customers
• Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs
• Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons
• Ability to handle insured and underwriting questions
• Ability to create and process finance agreements
• Orders and issues binders, certificates, policies, endorsements, and other related items
• Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports
• Proficient in all Account Processor essential functions & responsibilities
• Responsible for maintaining the integrity of client and policy information in the agency management system
• Establish and build relationships with customers and carriers

Additional Functions & Responsibilities

• Provide backup and support for other team members.
• Pursue a program of personal and professional development through Total CSR
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Qualifications

• High school diploma or equivalent and/or college degree
• Hold a valid Texas General Lines Agent License
• At least one year of commercial experience
• Proficient in tasks such as policy checking, endorsement and audit processing.

Preferred Qualifications

• College degree
• A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS
• A minimum of two years of commercial lines insurance experience
• Knowledge, Skills & Abilities
• Intermediate to advanced-level proficiency with Microsoft Office
• Ability to learn the agency management software.
• Ability to work with internal and external clients at all levels
• Ability to follow directions
• High level of organizational skills
• Ability to work independently self-motivated and meets timed deadlines
• Ability to follow processes and procedures set forth by the agency
• Ability to problem solve
• Strong attention to detail and the ability to work with a high degree of accuracy
• Ability to work with a team
• Ability to communicate professionally, both oral and written
• Ability to build and maintain client relationships