SBU Commercial Lines Account Manager

The Jonus GroupDenton, TX
10d

About The Position

A full-time Commercial Lines Account Manager opportunity is available for a motivated insurance professional with strong communication skills and a desire to build long-term client relationships. This role focuses on servicing and retaining small commercial lines accounts, with an emphasis on real estate-related risks. The ideal candidate is detail-oriented, client-focused, and comfortable managing multiple priorities in a fast-paced agency environment.

Requirements

  • Holds an active P&C (Property and Casualty) insurance license
  • At least two years of experience servicing small commercial lines accounts within an independent insurance agency environment
  • Experience working with real estate-related commercial risks
  • Strong attention to detail, organizational skills, and ability to manage competing deadlines
  • Proficiency with agency management software and standard office technology

Nice To Haves

  • High school diploma or equivalent
  • Active P&C license in Texas
  • Professional designations such as CIC or CISR
  • Experience with AMS360 or similar agency management systems
  • Working knowledge of common business applications, including document management and electronic signature tools

Responsibilities

  • Serve as the primary point of contact for assigned clients, responding to inquiries, providing proactive support, and fostering strong relationships to support retention
  • Manage day-to-day servicing activities for assigned accounts, including policy changes, endorsements, certificates, binders, billing inquiries, and related documentation
  • Oversee renewal workflows by preparing applications, marketing renewals, and negotiating coverage terms to prevent lapses in coverage
  • Analyze client exposures and recommend appropriate insurance solutions for new and renewal business
  • Maintain accurate and compliant account documentation within the agency management software
  • Collaborate with carriers, underwriters, and internal teams to negotiate terms, pricing, and endorsements, while appropriately delegating administrative tasks
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service