Senior Commercial Lines Account Manager

Who We Are

Hibbs‑Hallmark & Co. Insurance is a diversified risk management company providing a complete portfolio of services including custom‑designed traditional insurance and self‑insurance programs, loss control, and claims administration. Our ability to be innovators in the industry has enabled us to become one of the largest risk management firms in the Southwest, with offices in Tyler, Dallas, Forney, Austin, Houston, and San Antonio.

We will continue to work hard to earn business and provide our clients with the highest possible level of service and expertise.

With roots back to the 1800s, Hibbs‑Hallmark & Co. Insurance was the founding entity for Heartland Security Insurance Group in 2001. Heartland is comprised of eight different insurance and risk management businesses, providing products and services globally. Each of the companies offers solutions to distinct client groups in the federal, state, and private sectors. The organization has been under continuous private family ownership for 50 years.

Today, it has over 60 stockholders as well as ESOP ownership. In addition to providing an important retirement benefit to associates, the ESOP assures that everyone in the organization has a vested interest in providing the very highest level of service to the client.

Hibbs‑Hallmark & Co. Insurance, and the parent organization, Heartland Security Insurance Group, have a long history of philanthropy to the local, national, and international communities.

Hibbs‑Hallmark & Co. Insurance is licensed in all fifty (50) states.

The Senior Commercial Lines Account Manager will be primarily responsible for servicing and handling of commercial accounts over $500,000 in revenue.

• Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures.
• Responsible for coordinating the renewal process, account development and retention of existing customers.
• Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs.
• Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons.
• Ability to handle insured and underwriting questions.
• Ability to create and process finance agreements.
• Order and issue binders, certificates, policies, endorsements, and other related items.
• Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports.
• Proficient in all Account Processor and Associate Account Manager essential functions & responsibilities.
• Responsible for maintaining the integrity of client and policy information in the agency management system.
• Establish and build relationships with customers and carriers.

• Prepare and maintain reports that may be required by management.
• Provide backup and support for other team members.

• High school diploma or equivalent and/or college degree.
• Hold a valid Texas General Lines Agent license.
• At least seven years of commercial lines insurance experience.
• Proficient in tasks such as policy checking, endorsement and audit processing, renewal summaries, premium comparisons and gathering renewal information.
• A minimum of one of the following designations:
  • CIC, CRM, ARM, AAI, CPCU, CRIS, ACSR, TIIA or CISR

• College Degree.
• A minimum of two designations of QCLS, ACLS, PCIA, ACSR, CISR, CRIS, MLIS, ERIS, MRIS, TRIP, CIC or CPCU.

• Intermediate to advanced-level proficiency with Microsoft Office.
• Ability to learn the agency management software.
• Ability to work with internal and external clients at all levels.
• Ability to follow directions.
• High level of organizational skills.
• Ability to work independently, self‑motivated and meet timed deadlines.
• Ability to follow processes and procedures set forth by the agency.
• Ability to problem solve.
• Strong attention to detail and the ability to work with a high degree of accuracy.
• Ability to work with a team.
• Ability to communicate professionally, both oral and written.
• Ability to build and maintain client relationships.
• Ability to coordinate team activities and special projects to ensure quality and meet timetables.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.