Senior Commercial Lines Account Manager

Pathfinder LL & D Insurance; Houston (TX); In loco; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Health insurance

Retirement plan

Vacation & PTO

Descrizione del lavoro

Pathfinder LL & D Insurance in Texas is seeking a Senior Commercial Lines Account Manager to strengthen client relationships and deliver top-tier service. You will oversee commercial lines accounts, coordinate renewals, endorsements, and policy changes, and present proposals to clients.

The ideal candidate has 7+ years of commercial lines experience, Texas P&C license, and proficiency in Applied/Epic and CSR24.

Competenze

• 7+ years in commercial lines insurance and industry knowledge.
• Strong client relationship and communication skills.
• Proficient with Applied/Epic and CSR24 is a plus.
• Texas Property & Casualty license required; HS diploma is minimum.

Mansioni

• Develop and maintain strong client relationships with exceptional service.
• Oversee commercial lines accounts including renewals, endorsements, and cancellations.
• Prepare and present proposals, quotes, and renewals to clients.
• Guide clients on policy coverage, risk management, and claims.
• Collaborate with production and marketing to identify new business.
• Process new policies, renewals, and changes accurately and timely.

Conoscenze

Interpersonal communication

Analytical thinking

Detail-oriented

Microsoft Office proficiency

Formazione

Texas Property & Casualty Insurance License

High school diploma or equivalent

College degree a plus

Strumenti

Applied/Epic (Agency Management Software)

CSR24

Descrizione del lavoro

Senior Commercial Lines Account Manager

Are you ready to take your career to the next level with a role that offers immense growth opportunities and challenges? Join our team at Pathfinder/LL&D as a Senior Commercial Lines Account Manager and make a significant impact on our clients and our organization. You'll work closely with our team of experienced professionals to ensure our clients receive top-tier service and satisfaction while you carve out your path to success in the insurance industry.

About Us:

At Pathfinder/LL&D, we're more than just an insurance company; we're a path to a successful career. As one of Texas's largest privately held insurance companies, we're dedicated to providing superior insurance solutions to our clients while offering our team members an exceptional platform to advance their careers. Our commitment to excellence and innovation fuels our pursuit of professional growth and development.

Position Overview:

• Develop and maintain strong relationships with clients by providing exceptional customer service and support.
• Manage and oversee commercial lines accounts, including processing renewals, endorsements, and cancellations.
• Prepare and present insurance proposals, quotes, and policy renewals to clients.
• Provide support and guidance to clients regarding policy coverage, risk management, and claims handling.
• Collaborate closely with the production and marketing teams to identify new business opportunities and cross-sell additional products.
• Process new policies, renewals, and changes to existing policies, ensuring accurate and timely completion.
• Maintain up-to-date knowledge of industry trends, regulations, and coverage options to offer clients the best solutions.
• Utilize industry-specific software, including Applied/Epic and CSR24, to manage accounts and process transactions.
• Work efficiently in a fast-paced, dynamic environment, taking on additional responsibilities as needed.

Qualifications:

• At least seven years of experience in commercial lines insurance, with a strong understanding of industry practices and terminology.
• Exceptional interpersonal and communication skills, with the ability to build and maintain client relationships.
• Strong analytical and problem-solving skills, with meticulous attention to detail.
• Proficiency in Microsoft Office applications, particularly Outlook, Word, and Excel.
• Experience using Applied/Epic (Agency Management Software) is required
• CSR24 (Certificate Processing Software) is a plus.
• Current Texas Property & Casualty Insurance License
• High school diploma or equivalent required; college degree or relevant coursework is a plus.

Benefits:

• Competitive salary and bonus structure
• Health, dental, LTD, STD and life insurance plans
• Retirement savings plan with employer matching
• Paid time off and holidays
• Professional development opportunities, including tuition reimbursement and industry certifications

Why Choose Pathfinder LL&D:

Joining Pathfinder/LL&D means stepping into a career path filled with opportunities for professional growth and success. We provide a supportive and collaborative environment where your contributions are recognized and valued. You'll receive the training and resources necessary to excel in your role while helping clients achieve their insurance needs.

Pathfinder/LL&D is an equal opportunity employer committed to creating an inclusive environment for all employees. We celebrate diversity and prioritize the development and well-being of our team members.