Commercial Lines Account Production Manager

Higginbotham • West Lake Hills, TX

20h • Hybrid

About The Position

The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business.

Requirements

• Minimum of 7 years of experience in insurance sales or servicing role.
• Active General Lines or Property & Casualty License required
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

• Help gather exposure updates and applications for renewals.
• Track and ensure service timeline items are completed.
• Manage daily task tracker of ongoing follow up items.
• Verify renewals are booked and items issued (COI, auto ID cards, etc).
• Track claims submitted to the claims department and aid with quality control.
• Aid in marketing strategy for renewals. Help evaluate incumbent and alternative markets.
• Track account details: coverage in place, coverage opportunities, and cross-sell data.
• Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc.
• Help coordinate new business marketing efforts (documents to marketer, underwriting conversations, coverage review, etc).
• Aid in efforts to drive new business (Private Equity, Franchise, Habitational, Public Sector, Real Estate, Program development, etc).
• Ensure marketing timeline is established and submitted to Day 2 team.
• Center of Influence development – help further relationships with targeted COI’s

Benefits

• medical, dental, vision, prescription drug coverage
• 401K
• equity incentive plan
• multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays, plus PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed