Commercial Insurance Account Manager

The Nitsche Group•Round Rock, TX

About The Position

The Commercial Insurance Account Manager maintains strong customer relationships through responsive, professional daily interactions with customers, insurance carriers, and colleagues. The role provides service to existing clients, supports new business and renewals, resolves policy and service issues, reviews policy accuracy, maintains interaction records, and collaborates with and mentors team members.

Requirements

Hold a Texas Insurance License.
Have a minimum of five years of insurance account management experience.
Demonstrate strong knowledge of insurance products and their uses, rating and underwriting procedures, coverages, and insurance industry operations.
Demonstrate strong customer focus and an excellent phone manner.
Have strong written and verbal communication skills and excellent math and reading skills for performing calculations.
Have urgency, attention to detail, organization, multitasking, and follow-up skills.
Be able to handle difficult customer situations and solve complex problems without direct supervision.
Have excellent time management skills and personal accountability.
Have technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.

Responsibilities

Provide service to existing clients by updating policies, providing quotes, answering questions, and supplying documentation.
Respond to customer calls and correspondence about new or existing insurance policies.
Work with new clients or support a producer to understand client needs, gather information, research and present policy options, finalize and bind coverage, and negotiate with carriers when needed.
Explain products and services, quote new business, process renewals, and provide requested documentation.
Resolve product or service issues by clarifying concerns, identifying causes, explaining and implementing solutions, expediting corrections or adjustments, and following up.
Review audits and policies, verify accuracy, and facilitate corrections between clients and carriers as needed.
Record customer interactions and transactions, including inquiries, comments, and actions taken, in the agency management system.
Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in formal and informal meetings as needed.