Insurance Small Business Account Manager

First United Bank; Plano (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

First United Bank in Plano is seeking an Insurance Small Business Account Manager to support agency sales and renewal teams, manage endorsements and billing, and handle certificates, evidence of insurance, auto ID cards, and binders. You will prepare proposals and assist with renewals while nurturing client relationships for smooth service.

The ideal candidate has 2+ years in insurance account management, a high school diploma or GED (college degree preferred), and a license; knowledge of Epic,

Qualifications

• 2+ years account management in the insurance industry is required.
• Obtain and maintain applicable licensing.
• Insurance designation preferred.
• High School diploma or GED; College degree preferred.

Responsibilities

• Service Commercial Lines Book of Business.
• Endorsements, Billing/payments, and doc handling.
• Issue certificates, evidence of insurance, auto ID cards and binders.
• Create proposals for agent‑ if needed; renewal submissions.
• Cancellation tracking and audit activities; monitor losses.

Skills

Account management

Education

High School diploma or GED

College degree preferred

Tools

Applied Epic

Microsoft Office

Carrier websites

Comparative rater websites

Job description

## Insurance Small Business Account ManagerApply: Plano-Parkwood: Full time: Posted Yesterday: R 06925## **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. Then, use our \"Get Started\" section to take your first step to being a part of First United.## The Position### **Job Title**Insurance Small Business Account Manager### **Job Description**The Insurance Small Business Account Manager performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.# MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Service Commercial Lines Book of Business + Endorsements + Billing/payments (invoice transactions, record payments, prepare finance agreements) + Claims + Create new/renewal business submissions + Loss runs (create letters, order loss runs / obtain/order experience modifiers) + Gather & help complete supplemental applications & supporting documentation + Issue certificates, evidence of insurance, auto id cards and binders + Check and mail out policies + Create proposals for agent- if needed + Cancellation tracking and processing (pending and cancelled) + Audit tracking + Bonds* Remarkets* Quote account rounds for existing Commercial Lines business* Keep up with carrier updates and underwriting information# EMPLOYEE SPECIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.# Education and Work Experience* High School diploma or GED equivalent; College degree preferred* 2+ years account management in the insurance industry is required* Obtain and maintain applicable licensing* Insurance designation preferred# Technical/Functional Competencies* Proficient in PC operating systems- Applied Epic* Proficient Microsoft office* Knowledge of and experience with Carrier websites* Knowledge of and experience with Comparative rater websitesNOTE: 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:**Plano-ParkwoodIf 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.