Strategic Commercial Lines Account Manager

Dexter & Company; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Dexter & Company is seeking a Commercial Lines Account Manager in Dallas to assist clients with service needs, handle changes to existing accounts, and coordinate with Producers on new and renewal commercial business. The role focuses on maintaining high service standards and strong client relationships.

Responsibilities include renewal preparation, cross-selling, and ensuring accurate data in agency systems.

Qualifications

• Sound knowledge of rating procedures, coverage, and insurance industry operations.
• Full knowledge of insurance markets is essential.
• Strong PC skills, including proficiency in agency management systems.
• Ability to thrive in a fast-paced, changing environment and prioritize tasks effectively.
• Self-motivated with the ability to work independently and as part of a team.
• Excellent communication skills, both verbal and written.
• Strong interpersonal skills with the ability to interact effectively with colleagues, managers, clients, and insurance companies.
• Ability to maintain strict confidentiality and adhere to company policies and procedures.

Responsibilities

• Provide exceptional customer service to existing and new clients.
• Maintain strong relationships with clients, prospective clients, and producers.
• Foster internal relationships and contribute to a positive organizational culture.
• Prioritize development of new account plans for existing clients by designing placement strategies and proposing coverage recommendations.
• Process and prepare renewal reviews 90 days out and coordinate with the producer on marketing strategy.
• Initiate relationships with prospective clients and manage day-to-day policy changes.
• Document conversations clearly for seamless concierge service to clients and carriers.
• Attend industry meetings to stay informed on products and services.
• Manage the retention of accounts by partnering with Producers and staff on client service, marketing, and renewals.
• Develop new business from existing accounts and assigned leads and contribute to department goals.
• Identify cross-selling opportunities when appropriate.
• Oversee transactions, paperwork, and internal processing for assigned accounts.

Skills

Client service

Relationship management

Communication

Time management

Team player

Negotiation

Tools

Epic/Applied Agency Software

Job description

Dexter & Company is seeking a Commercial Lines Account Manager in Dallas to assist clients with service needs, handle changes to existing accounts, and coordinate with Producers on new and renewal commercial business. The role focuses on maintaining high service standards and strong client relationships.

Responsibilities include renewal preparation, cross-selling, and ensuring accurate data in agency systems.