Remote Commercial Account Manager | Growth & Client Care

Patterson & Associates Insurance Agency; Richardson (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

401K

Job summary

Patterson & Associates Insurance Agency, located in Richardson, TX, seeks a Commercial Account Manager to manage commercial client relationships and coverage needs with precision and a personal touch.

In this role you will coordinate renewals, prepare coverage proposals, and maintain accurate client data while collaborating with Risk Advisors to improve coverage. A Texas P&C license and CIC/CISR valued.

Qualifications

• Active Texas Property and Casualty Insurance License.
• Five or more years of experience managing commercial lines accounts.
• Strong command of agency management systems and carrier portals; Applied EPIC experience is a plus.
• Ability to interpret complex policy language and coverage forms.
• Effective communication skills for client meetings.
• Professional certification such as CIC or CISR is highly valued.

Responsibilities

• Act as the primary point of contact for our commercial clients, addressing their questions and coverage needs with care.
• Coordinate the renewal process by reviewing policies and ensuring our clients have the best possible protection.
• Prepare and present coverage proposals and professional summaries for new and existing accounts.
• Maintain accurate client data and policy documentation within our internal systems.
• Collaborate with our Risk Advisors to identify gaps in coverage and proactively suggest improvements.
• Solve day-to-day administrative challenges with a solution-oriented mindset.

Skills

Relationship management

Communication

Policy interpretation

Education

Texas Property and Casualty License

CIC or CISR certification

Tools

Applied EPIC

Agency management systems

Carrier portals

Job description

Patterson & Associates Insurance Agency, located in Richardson, TX, seeks a Commercial Account Manager to manage commercial client relationships and coverage needs with precision and a personal touch.

In this role you will coordinate renewals, prepare coverage proposals, and maintain accurate client data while collaborating with Risk Advisors to improve coverage. A Texas P&C license and CIC/CISR valued.