Commercial Lines Account Production Manager

Higginbotham•Austin, TX

19h•Hybrid

About The Position

The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business. This role involves responsibilities related to both existing accounts and new business development, focusing on client retention, marketing strategy, and relationship building with Centers of Influence.

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.
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable.
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner.
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly.
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences.
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively.
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals.
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction.
Dependability: Acknowledgment of the importance of being present and punctual.
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome.
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously.
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment.

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.