Commercial Lines Account Manager

The Jonus Group•Dallas, TX

18h

About The Position

Seeking a highly skilled and professional Commercial Lines Account Manager to join a dynamic team. This role is pivotal in managing middle-to-large market accounts, ensuring exceptional client service, and maintaining the accuracy and integrity of policy data. The ideal candidate will bring a strong background in commercial insurance, a proactive approach to problem-solving, and the ability to collaborate effectively with internal and external stakeholders.

Requirements

Property & Casualty (P&C) license required.
Minimum of 3 years of experience managing middle-to-large market accounts.
Proficiency in Applied Epic and other relevant insurance software.
Professional demeanor and communication skills.
Strong sense of accountability and ownership of responsibilities.
Ability to work collaboratively and effectively with team members.

Nice To Haves

Familiarity with Applied Epic software is highly preferred.

Responsibilities

Manage policy changes, endorsements, renewals, cancellations, policy checks, and billing processes.
Respond to client inquiries, gather necessary information, provide proofs of insurance, and assist with renewal procedures.
Access carrier systems to obtain required documents and facilitate carrier communications.
Maintain accurate and up-to-date records of client and carrier interactions.
Collaborate with team members and build strong relationships with stakeholders; participate in regular team meetings.
Perform general administrative tasks, including answering calls, handling mail, and clerical duties.
Effectively manage workload to meet established quality and timeliness performance metrics.
Adhere to documented processes and procedures outlined in the servicing workflow.