Commercial Lines Senior Account Manager

INSURICA INC•Houston, TX

1d•$75,000 - $120,000•Onsite

About The Position

The Senior Account Manager is responsible for assisting in the production of new and renewal accounts, in keeping with agency and individual producer goals, and when necessary, provides field service in support of producer activities and maintains high service standards. This role involves marketing, servicing, developing, and retaining assigned accounts, meeting established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments. The position requires obtaining renewal information, completing applications, obtaining markets, delivering policies, coordinating efforts of loss control or other services, and resolving service issues. The Senior Account Manager will retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer, seeking the most cost-effective requested insurance coverages, preparing proposals, evaluating and recommending other lines of coverage, and providing additional resources for the client, as needed. The role also includes negotiating with insurance companies for the most proper coverage options, assisting the Producer in preparing and making presentations of insurance programs to key accounts and prospects, and performing all transactions and maintaining client files on the agency management system. Additional responsibilities include requesting renewals, endorsements, and other needed data from the companies and insureds; soliciting Producer and Account Executive assistance when needed to issue coverage in a timely, efficient manner; binding coverage within Agency Underwriting Authority; checking new and renewal policies, endorsements, audits, and cancellations and promptly handling them for accuracy in rating, typing, coverage, signatures, and inputting these transactions to generate billing invoices and quality products for customers; maintaining files in an orderly, up-to-date manner; preparing Stewardship reports as needed; independently creating renewal proposals; conducting renewal meetings with customers on behalf of the Producer; reviewing all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions; referring current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business; and participating in seminars and other training to maintain required licenses and for knowledge and skill development. Remote work opportunities vary by location, department, and business need and are subject to change.

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 the ability to quickly obtain, all licenses as required by the State Department of Insurance
Strong PC skills, with a focus on the Microsoft Office Suite of products (Excel, Word, Outlook, Teams, etc.), as well as agency management systems
Strong presentation skills, with the ability to influence others
Ability to interpret abstract information
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Nice To Haves

College degree, CPCU, and CIC designations preferred
Proven experience working with mid-size to large commercial lines customers preferred

Responsibilities

Market (as needed), service, develop, and retain assigned accounts; meet established account development and retention objectives, as well as a targeted mix of business, underwriting guidelines, and volume commitments
Obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service issues
Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client, as needed
Negotiate with the insurance companies for the most proper coverage options
Assist the Producer in preparing and making presentations of insurance programs to key accounts and prospects
Perform all transactions and maintain client files on the agency management system
Request renewals, endorsements, and other needed data from the companies and insureds; solicit Producer and Account Executive assistance, when needed, to issue coverage in a timely, efficient manner; bind coverage within Agency Underwriting Authority
Check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices and quality products for our customers; maintain files in an orderly, up-to-date manner
Prepare Stewardship reports, as needed
Independently create renewal proposals
Conduct renewal meetings with customers on behalf of the Producer
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Refer current and prospective clients to the Employee Benefits Department and to the Personal Insurance Department for solicitation of those lines of business
Participate in seminars and other training to maintain required licenses and for knowledge and skill development