Insurance Account Representative: Commercial Lines P&C

Independent Insurance Center Inc; San Antonio (TX); On-site; USD 45,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Bonuses

Job summary

Independent Insurance Center Inc in San Antonio is seeking a Commercial Lines P&C Account Manager (CSR) to service diverse client accounts and support producers. The role requires immediate contribution, heavy use of the Newton agency system, handling applications, certificates, endorsements, invoicing, and coordination with carriers.

Candidates should have an active P&C license and prior independent agency experience, plus strong written communication and multi-tasking abilities in a full-time

Qualifications

• Active P&C General Lines Agent license required.
• Prior Commercial Lines experience in an independent agency.
• Strong writing and email communication skills.
• Ability to multi-task and meet deadlines.
• Proficient with agency management systems.

Responsibilities

• Collaborate with agency producers and owners.
• Daily use of Newton agency management system.
• Market and remarket policies with carriers.
• Prepare professional emails to clients, agents and carriers.
• Complete Acord applications and supplementals.
• Work with carriers, brokers and MGAs.
• Process endorsements and change requests.
• Create proposals and issue certificates of insurance.
• Invoicing and carrier downloads.
• Back up other account executives.

Skills

Commercial Lines Insurance

Account Management

Client Communication

Carrier relations

Education

Texas P&C General Lines License

Tools

Newton Agency System

MS Outlook

MS Excel

MS Word

Job description

Job Description THINGS TO CONSIDER BEFORE APPLYING:

Commercial Lines P&C Account Manager (CSR) in an Independent Agency, servicing clients for multiple commercial agents.

We are seeking a candidate who requires little to no training in the insurance world, that we can drop into a vacant position who can pick the work load up and start running with it immediately.

To be eligible for this position you must have working knowledge, to include rating and working with underwriting, of insurance carriers like The Hartford, CNA, Acuity, Liberty Mutual, Chubb, AmTrust, Mercury, Nationwide, Texas Mutual and such.

Duties include, but not limited to,

• working closely with agency producers and owners
• constant and daily use of Agency Systems - Newton (our agency management system)
• marketing and remarketing policies with carriers
• creating professional emails to communicate with clients, agents and carriers
• completing Acord applications and supplementals
• working with carriers, brokers and MGAs
• handling change requests and endorsements
• vehicle ID cards
• invoicing
• processing carrier downloads
• creating proposals
• issuing certificates of insurance
• backing up other account execs, and more

Our clients range from small artisan contractors, hotels, medium and large contractors, habitational, trucking, restaurants, office buildings, medical offices, hospitals and so many more.

This is a busy high production position that requires an energetic and focused individual who can multi-task and handle deadlines well. We are seeking a long-term, production and processing focused, exceptional person for a lifetime career opportunity. You should be capable of working alone without needing much direction. A detail oriented individual who can document all calls and emails is necessary. Proficient and professional writing skills are required. Must be highly computer literate and have up-to-date working knowledge of MS Outlook, Word, Excel and more.

Our way is THE way and we seek individuals who won't bring bad habits to work with them.

No remote or work at home opportunities - all work performed in our business office off of Broadway and 410.

Current active P&C General Lines Agent license required. Prior Commercial Lines experience in an independent insurance agency required. Full-Time position; no part-time available. Hourly pay with opportunity to earn bonuses. Health insurance available.

Company Description IIC is a $30MM premium independent insurance agency in San Antonio We work with more than 200 Property & Casualty insurance companies. All agents are shareholders and owners in the company. We offer a stable solid work environment for the right individuals.

Company Description IIC is a $30MM premium independent insurance agency in San Antonio We work with more than 200 Property & Casualty insurance companies. All agents are shareholders and owners in the company. We offer a stable solid work environment for the right individuals.