Commercial Insurance Account Manager

The Nitsche Group•Round Rock, TX

About The Position

The Commercial Insurance Account Manager maintains strong customer relationships by responding to customer inquiries and concerns promptly and professionally. The role involves daily interaction with customers, insurance carriers, and coworkers while performing service and marketing activities. The account manager supports existing clients and may work with new clients or assist a producer to understand client needs, evaluate policy options, arrange coverage, and negotiate with carriers. This position also resolves service issues, reviews policies and audits for accuracy, maintains customer interaction records in the agency management system, and collaborates with and mentors team members. It is with an IIAT member agency, a Trusted Choice® independent insurance agency. Independent agents partner with multiple insurance companies to offer customers policy options.

Requirements

Hold a Texas Insurance License.
Have at least five years of insurance account management experience.
Have strong knowledge of insurance products and usages, rating and underwriting procedures, coverages, and industry operations.
Demonstrate customer focus and an excellent phone manner.
Have strong written and verbal communication skills and excellent math and reading skills for 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 a personal accountability mindset.
Be proficient with technology and computers, 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 needs, gather data, research and present policy options, finalize and bind coverage, and negotiate with carriers when necessary.
Provide customers with product and service information, 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 for accuracy and facilitate needed corrections between clients and carriers.
Record customer interactions and transactions, including inquiries, comments, and actions taken, in the agency management system.
Collaborate with team members, mentor staff, answer questions, provide expertise, and participate in formal and informal meetings as needed.