Insurance Commercial Lines Senior Account Manager

First United Bank; Plano (TX); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

First United Bank is seeking an Insurance Commercial Lines Senior Account Manager to service a portfolio of middle market and large commercial accounts. You will be responsible for high-quality service, retention, and driving value for clients while supporting Producers and maintaining policy data integrity.

The role emphasizes relationship management, accurate processing of endorsements, renewals, and billing, plus collaboration with carriers and internal teams to deliver timely, effective

Qualifications

• Experience in servicing commercial lines accounts for mid-to-large clients.
• Licenses for TX and OK property & casualty insurance required or in process.
• Strong knowledge of commercial lines coverages and markets.

Responsabilités

• Services Commercial Lines Book of Business and builds client relationships.
• Processes endorsements, billing, and loss runs with accuracy.
• Creates proposals and renewal submissions; handles certificates and auto IDs.
• Supports Producers and assists with renewal strategies and remarketing when needed.
• Maintains complete and accurate client and policy data in systems.

Connaissances

Client service

Account management

Insurance knowledge

Relationship building

Documentation

Formation

High School Diploma or GED

College degree preferred

TX License

Oklahoma TX Property & Casualty License

Outils

Applied Epic

Microsoft Office

Carrier websites

Description du poste

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here.

The Position

Job Title

Insurance Commercial Lines Senior Account Manager

Job Description

The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieving operating/margin targets, and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.

Major Duties And Responsibilities (essential Functions)

• Services Commercial Lines Book of Business, including:
• Builds and solidifies relationships with existing clients by providing ongoing customer care
• Endorsements
• Billing/payments (invoice transactions, record payments, prepare finance agreements)
• Assists Claims Coordinator (when needed)
• Creates new/renewal business submissions
• Loss runs (create letters, order loss runs/obtain/order experience modifiers)
• Gathers & helps complete supplemental applications & supporting documentation
• Issues certificates, evidence of insurance, auto id cards, and binders
• Processes and mails out policies
• Creates proposals for Producers
• Cancellation tracking and processing (pending and canceled)
• Audit tracking
• Issues and Processes Bonds
• In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
• Supports one or more Producers and is the first line of contact when the Producer is not available
• Remarkets accounts when necessary
• Account rounding for existing Commercial Lines business
• Rating and Comparisons
• Builds carrier relationships and keeps up with carrier updates and underwriting information
• Maintains complete and accurate client and policy data and documents within the operating systems

EMPLOYEE SPECIFICATIONS

This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Education and Work Experience

• High School Diploma or GED equivalent, College Degree preferred
• 3-7 years of Commercial Lines insurance account management experience is required
• Oklahoma and TX Property & Casualty Insurance License
• Thorough knowledge of commercial lines coverages and markets
• Experience with handling large, complex risks
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable

Technical/Functional Competencies

• Proficient in PC operating systems - Applied Epic
• Proficient in Microsoft Office - Outlook, Word, Excel, etc.
• Knowledge of and experience with Insurance Carrier websites

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations

Austin-Seven Oaks, Edmond, Moore, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.