Insurance Account Representative: Commercial Lines P&C

Independent Insurance Center Inc; Texas; On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Bonuses

Job summary

Independent Insurance Center Inc is seeking a Commercial Lines P&C Account Manager (CSR) in a busy independent agency environment in Texas. The ideal candidate will require minimal training and can quickly assume responsibilities, including rating, underwriting coordination, and carrier communications.

The role demands extensive knowledge of multiple carriers, proficiency with the Newton agency system, and strong written communication.

Qualifications

• Must hold a Texas P&C license and be current with licensing requirements.
• Extensive background in commercial insurance for an independent agency.
• Experience with carriers including The Hartford, CNA, Acuity, Liberty Mutual, Chubb, AmTrust, Mercury, Nationwide, Texas Mutual.
• Proficient in creating professional emails and handling Acord applications.

Responsibilities

• Collaborate with agency producers and owners; manage workload and deadlines.
• Use Newton for daily agency management and data entry.
• Market and remarket policies with carriers; communicate with clients, agents and carriers.
• Prepare Acord applications and endorsements; handle change requests and certificates.
• Invoicing, processing carrier downloads, and issuing certificates of insurance.

Skills

P&C license

Commercial insurance knowledge

Agency systems (Newton)

MS Outlook/Word/Excel

Strong written communication

multitasking

Tools

Newton Agency Management System

MS Outlook

MS Word

MS Excel

Job description

Job Description

THINGS TO CONSIDER BEFORE APPLYING: THIS IS A CSR POSITION; YOU MUST CURRENTLY HOLD A P&C LICENSE WITH THE STATE OF TEXAS; YOU MUST HAVE RECENT EXPERIENCE IN WORKING WITH AN INDEPENDENT INSURANCE AGENCY WITH MULTIPLE INSURANCE COMPANIES; YOU MUST HAVE AN EXTENSIVE BACKGROUND IN COMMERCIAL INSURANCE; YOU SHOULD REQUIRE NO TRAINING OTHER THAN OUR AGENCY MANAGEMENT SYSTEM. IF YOU DO NOT FULFILL THESE REQUIREMENTS YOU ARE NOT ELIGIBLE TO BE HIRED TO FILL THIS POSITION.

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. Only experienced, self-motivated, positive and cheerful applicants need apply. 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.