Account Manager

S & W Agency • Boerne, TX

85d

About The Position

Managing and working with client’s insurance policies and programs using expertise in the area of coverage of insurances for all personal lines of business. This position will be liaison with the production staff in their servicing of personal lines clients and prospects.

Requirements

• 5 plus years industry experience.
• High School graduate or equivalent preferred.
• Property & Casualty License.
• Competent in use of Word, Excel, and Outlook.
• Agency Management Experience a plus.

Responsibilities

• Prepare new business and account renewal proposals.
• Enter and maintain account data within agency management system.
• Support Producer in day-to-day servicing client accounts, including direct contact with clients and insurance underwriters.
• Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations.
• Develop and maintain strong technical knowledge of personal lines coverage & rating.
• Use independent discretion and judgement in the matters of advising coverage and claim status and other insurance matters.
• Other duties as requested.

What This Job Offers

• Education Level: High school or GED