Commercial Insurance Account Manager - Beaumont, TX

NavSav•Beaumont, TX

30d

About The Position

NavSav is seeking an experienced, motivated Commercial Lines Account Manager to support the agency’s growth and client-retention goals. The role focuses on nurturing existing client relationships, providing high-quality customer service, assessing coverage needs, managing commercial accounts, and helping meet new-business goals. The position also involves re-marketing commercial policies and promoting cross-selling and agency initiatives.

Requirements

Property and Casualty insurance license.
Experience with Commercial Lines Insurance.
Experience with multiple carriers.
Pass a background check.
Strong verbal and written communication and interpersonal skills.
Good operational computing and typing skills, including typing at least 45 WPM and using Microsoft Office Suites and Internet Browsers.
Confident self-starter who works well independently.
Strong analytical and problem-solving capabilities.
Ability to multitask.

Nice To Haves

Experience with the Applied EPIC management system.

Responsibilities

Maintain and nurture relationships with existing clients and business owners.
Conduct needs analyses with clients and identify potential coverage gaps.
Manage commercial client accounts, contribute to agency new-business goals, and re-market commercial policies.
Provide prompt, accurate, and friendly customer service.
Respond efficiently to inquiries about insurance coverage, policy changes, claims submissions, and billing verification.
Become familiar with the company’s products, services, and systems.
Contribute to individual goals and agency success by promoting new business, cross-selling, and new initiatives.