Commercial Lines Account Manager
Pathfinder LL & D Insurance•Houston, TX
About The Position
Job Purpose: To provide service and marketing support on commercial accounts in accordance with the objectives and procedures outlined by PIA. Organizational Relationships: Responsible to the Commercial Team Leader. Works with producers and all commercial personnel as a unit.
Requirements
- High school diploma with college degree or business school desirable
- At least five years of experience in underwriting or insurance agency service position
- Above average phone personality and ability to deal with people
- Knowledgeable in multiple lines of Commercial Property and Casualty Insurance
- Holds professional designation or is actively pursuing (CISR, CIC, CPCU)
- Holds Texas Property/Casualty Insurance Agents License
Nice To Haves
- Experience using Applied/Epic (Agency Management Software) is a plus, but not required
- Experience using Applied CSR24 is a plus, but not required
Responsibilities
- Team player, that works well with others
- Ability to provide day to day and renewal service to accounts with premium(s) $20,000 and above
- Maintain direct communication with carrier underwriters and clients on servicing of accounts; determine resolutions and provide day to day servicing
- Obtain online quotes via carrier websites and/or by email with carriers for coverage on existing clients
- Prepare/Complete applications and other documents for submissions and market new and renewal business in conjunction with Marketing Team and Producers
- Maintain controls on renewal expirations and binders
- Experience creating coverage comparisons when analyzing risks
- Capable of identifying coverage gaps and suggesting coverage enhancements
- Ability to act as an intermediary between clients and the carriers, if assigned accounts experience a claim
- Skill initiating account rounding opportunities
- Capable of completing tasks with little supervision
- Experience with Microsoft Office – Outlook, Word, and Excel (coverage related spreadsheets)
- Experience using Applied/Epic (Agency Management Software) is a plus, but not required
- Experience using Applied CSR24 is a plus, but not required
- Due to changing business conditions, management may request that additional duties or functions are necessary to fulfill the job requirement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
