HHC Commercial Lines Associate Account Manager

Heartland Security Insurance Group•Tyler, TX

About The Position

The Commercial Lines Associate Account Manager will be primarily responsible for servicing and handling commercial accounts with a total book between $50,000 to $300,000 in revenue. This role involves providing technical support for producers, coordinating the renewal process, account development, and retention of existing customers. The Associate Account Manager will also be responsible for collecting renewal marketing information, providing quotes, updating applications, assisting with the marketing process, preparing proposals, and handling insured and underwriting questions. Additionally, they will create and process finance agreements, order and issue binders, certificates, policies, and endorsements, and complete all billings and invoicing. Maintaining the integrity of client and policy information in the agency management system and establishing relationships with customers and carriers are key aspects of this position. The role also includes providing backup and support for other team members and pursuing personal and professional development.

Requirements

High school diploma or equivalent and/or college degree
Hold a valid Texas General Lines Agent License
At least one year of commercial experience
Proficient in tasks such as policy checking, endorsement and audit processing.
Intermediate to advanced-level proficiency with Microsoft Office
Ability to learn the agency management software.
Ability to work with internal and external clients at all levels.
Ability to follow directions.
High level of organizational skills.
Ability to work independently self-motivated and meets timed deadlines.
Ability to follow processes and procedures set forth by the agency.
Ability to problem solve
Strong attention to detail and the ability to work with a high degree of accuracy.
Ability to work with a team.
Ability to communicate professionally, both oral and written.
Ability to build and maintain client relationships.

Nice To Haves

College degree
A minimum of one of the following designations: QCLS, ACLS, PCIA, ACSR, CISR, AAI, CPCU, CIC or CRIS
A minimum of two years of commercial lines insurance experience

Responsibilities

Servicing and handling commercial accounts with a total book between $50,000 to $300,000 in revenue.
Provide technical support for the producer in maintaining existing commercial accounts in accordance with the objectives and procedures outlined in the agency procedures and workflows.
Coordinating the renewal process, account development and retention of existing customers.
Collect necessary renewal marketing information such as supplemental applications, schedules and loss runs.
Provide quotes for new and existing business, update applications, assist with marketing process, prepare proposals/summaries and/or premium comparisons.
Handle insured and underwriting questions.
Create and process finance agreements.
Order and issue binders, certificates, policies, endorsements, and other related items.
Complete all billings and invoicing on new business, renewals, endorsements, audits, and monthly reports.
Proficient in all Account Processor essential functions & responsibilities.
Maintaining the integrity of client and policy information in the agency management system.
Establish and build relationships with customers and carriers.
Provide backup and support for other team members.
Pursue a program of personal and professional development through Total CSR.