Senior Commercial Lines Account Manager - Client Growth

First United Bank; Plano (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Client service

Account management

Insurance knowledge

Relationship building

Documentation

Education

High School Diploma or GED

College degree preferred

TX License

Oklahoma TX Property & Casualty License

Tools

Applied Epic

Microsoft Office

Carrier websites

Job description

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