Commercial Lines Senior Account Manager

INSURICA, Inc•Fort Worth, TX

13d•$75,000 - $90,000•Onsite

About The Position

The Senior Account Manager supports the production, service, development, and retention of new and renewal commercial lines accounts in alignment with agency and individual producer goals. The role maintains high service standards and may provide field service in support of producer activities. The position is based at the Fort Worth Branch in Fort Worth, Texas, and is full time, with a day shift and negligible travel. The listed salary range is $75,000–$90,000. The role manages assigned accounts, coordinates renewals and policy transactions, develops coverage recommendations and proposals, negotiates coverage options with insurance companies, and assists producers with presentations to key accounts and prospects. It also conducts customer renewal meetings, independently creates renewal proposals, maintains accurate client files and transaction records, and refers clients to other agency departments where appropriate. The work takes place in a fast-paced, multi-tasking office environment with periodic high disruption and changing priorities. Remote work opportunities vary by location, department, and business need and are subject to change; managers provide details about any telecommuting opportunities and scheduling. The position is approximately 80% sedentary, may require lifting up to 20 pounds occasionally, and requires use of a computer workstation, including a keyboard and video display. Requirements may be modified to reasonably accommodate physical or mental impairment.

Requirements

5–7 years of previous insurance experience, with a focus on commercial lines and surety coverages, underwriting, and marketing/rating preferred.
Possession of, or ability to quickly obtain, all licenses required by the State Department of Insurance.
Strong PC skills, including Microsoft Office products such as Excel, Word, Outlook, and Teams, as well as agency management systems.
Strong presentation skills and ability to influence others.
Ability to interpret abstract information.
Ability to work in a fast-paced environment with changing priorities.
Self-motivated, with initiative to prioritize work and be self-directed.
Ability to communicate effectively verbally and in writing.
Excellent interpersonal skills and ability to interact effectively with colleagues and managers at all levels.
Ability to promote and maintain a team environment and find accommodating solutions for customers, companies, and the agency.
Ability to adhere to company policies and procedures and maintain strict confidentiality.
Ability to perform approximately 80% sedentary work, exert up to 10 pounds of force occasionally and negligible force frequently, and lift up to 20 pounds occasionally.
Ability to operate a computer workstation, including a keyboard and video display.

Nice To Haves

College degree.
CPCU designation.
CIC designation.
Proven experience working with mid-size to large commercial lines customers.

Responsibilities

Market accounts as needed, and service, develop, and retain assigned accounts while meeting account development and retention objectives, targeted business mix, underwriting guidelines, and volume commitments.
Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate loss control or other services, and resolve service issues.
Retain and develop accounts by recommending risk-handling approaches to producers and/or customers; seek cost-effective requested coverage, prepare proposals, evaluate and recommend other coverage lines, and provide additional client resources as needed.
Negotiate with insurance companies for appropriate coverage options.
Assist producers in preparing and presenting insurance programs to key accounts and prospects.
Complete transactions and maintain client files in the agency management system.
Request renewals, endorsements, and other needed information from companies and insureds; seek producer and account executive assistance when needed to issue coverage efficiently and on time; bind coverage within agency underwriting authority.
Check new and renewal policies, endorsements, audits, and cancellations for accuracy in rating, typing, coverage, signatures, and transaction input; generate billing invoices and maintain orderly, up-to-date files.
Prepare stewardship reports as needed.
Independently create renewal proposals and conduct customer renewal meetings on behalf of the producer.
Review activities involving the public, customers, and companies to avoid potential errors and omissions issues.
Refer current and prospective clients to the Employee Benefits and Personal Insurance departments for solicitation of those lines of business.
Participate in seminars and other training to maintain required licenses and develop knowledge and skills.
Meet regular and punctual attendance requirements and comply with company policies and procedures, including strict confidentiality.