Commercial Lines Account Manager

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Company parties
• Opportunity for advancement
• Training & development

The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer/agent to support clients and insurance carrier relationships. Account managers are responsible for managing the relationship between insurance company and the client. They work with a variety of individuals and businesses to help clients find the right coverage for the best price.

• Advise clients on any coverage, billing, and claims questions as it pertains to their insurance program
• Prepare, complete, and submit applications to insurance carriers; develop proposals and provide technical support in coordination with Producer(s)/Agent(s)
• Responsible for follow-up with carriers and clients on various insurance program needs
• Review policies, endorsements and all documentation for accuracy and quality standards
• Assist clients with coverage changes, certificate requests, binders, and endorsements
• Responsible for existing client account review and renewal process including client contacts, remarketing, proposals, and any correspondence.
• Actively seek referrals from current clients and utilizes Applied Epic System to generate new business or cross sell new lines of coverage.
• Manage non-renewals and cancellation requests to retain business where appropriate
• Update policy changes on clients’ accounts in our system and advise insurance companies of these changes.
• Consult with clients to help process quotes and issue renewals or any updates needed to current policies
• Gather all documentation needed from the client for reporting a claim to the insurance company
• Meet regularly with agents and staff to keep up with industry standards, insurance products/coverages, and carrier changes.
• Work closely with insurance company underwriters, sales representatives, and account executives.
• Pre-qualify and analyzes prospective business clients according to agency standards.
• Negotiate with insurance carriers to obtain competitive rates for clients

• Active Property and Casualty insurance license in Texas or willing to get licensed in 90 days
• Strong customer service focus with a professional attitude and approach to business
• Must have very strong follow up, written/verbal communication and problem-solving skills
• Strong organizational and multitasking skills
• Must have the ability to handle multiple and changing priorities in a fast-paced team environment
• Insurance experience as an account manager or insurance agent is preferred but will provide training as needed
• Experience in a sales or service organization preferred.
• Knowledge of Applied Epic system is recommended but will provide training as needed
• Candidates should have basic computer skills and be proficient with Microsoft Office Suite (Word, Excel PowerPoint, etc.)
• Associates or bachelor’s degree recommended or insurance industry experience
• High School diploma required.

San Antonio, Texas

Flexible work from home options available.