Insurance Account Manager - Growth & Client Retention Lead

Colonial Group; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Colonial Group is seeking an experienced insurance professional in Dallas to support producers, manage renewals for existing clients, and assist in soliciting new business. The role requires collaboration with the Producer, preparation of marketing materials, and issuance of binders and certificates while ensuring accuracy and timely communication.

The candidate should have an Associate's degree or equivalent, 6+ years of related experience, and a valid insurance license, with ongoing CE for

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Six (6) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Binds insurance coverage and prepares binders and/or delegate certificates issuance.
• Reviews policies for accuracy and review contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.]
• CoT_job_summary_short":"COMPANY NAME: Colonial Group\nKEY POINTS: Supports Producer in developing new business opportunities, renewal process initiation, binders"
• job_summary_short":"<p>Colonial Group in Dallas seeks an experienced insurance professional to support producers, manage renewals, and coordinate client service for assigned accounts. You will assist in marketing, rate negotiations, and preparing proposals to ensure competitiveness and accuracy.</p><p>The role involves finalizing proposals, issuing binders, reviewing policies, handling client inquiries, and guiding staff on procedures. A growth-focused, team-oriented environment offers opportunities to enhance client relationships.</p>
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• salary_estimation_cot":"Insurance Account Manager in Dallas with 6+ years experience: market range 65k–95k gross annually.","estimated_low":65000,"estimated_medium":80000,"estimated_high":95000,"currency":"USD","frequency":"yearly","bonus":null,"tax":"gross","application_email":null,"job_end_date":null,"contact_person":null,"hiring_department_name":null} }9/8]} }16?} }9/8]} }0} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }
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Skills

Communication

Customer service

Leadership

Time management

Teamwork

Education

Associate's degree or equivalent

6+ years experience

Insurance license

Continuing education required

Tools

Microsoft Office Suite

Job description

Colonial Group is seeking an experienced insurance professional in Dallas to support producers, manage renewals for existing clients, and assist in soliciting new business. The role requires collaboration with the Producer, preparation of marketing materials, and issuance of binders and certificates while ensuring accuracy and timely communication.

The candidate should have an Associate's degree or equivalent, 6+ years of related experience, and a valid insurance license, with ongoing CE for