Hybrid Commercial Lines Account Manager

Heartland Security Insurance Group; Tyler (TX); Hybrid; 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

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.