Insurance Commercial Lines Senior Account Manager

First United Bank•Plano, TX

12d

About The Position

The Commercial Lines Senior Account Manager services a book of middle-market and/or large commercial lines accounts, providing high-quality, efficient day-to-day account management to internal and external clients. The role contributes to client retention and satisfaction, the agency’s value to clients and prospects, operating and margin targets, and a culture of performance and continuous improvement. It is essential to maintaining current customers and supporting policy and premium retention, and serves as support staff for Producers. The Account Manager works with clients and the Production team throughout the account lifecycle, including renewals, servicing, remarketing, and documentation. The position supports one or more Producers and is the first point of contact when a Producer is unavailable. Other related duties may be assigned to meet the organization’s needs.

Requirements

High school diploma or GED equivalent.
3–7 years of Commercial Lines insurance account management experience.
Oklahoma and Texas Property & Casualty Insurance License.
Thorough knowledge of commercial lines coverages and markets.
Experience handling large, complex risks.
Proficiency with PC operating systems, including Applied Epic.
Proficiency with Microsoft Office, including Outlook, Word, and Excel.
Knowledge of and experience with insurance carrier websites.

Nice To Haves

College degree preferred.
Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable.

Responsibilities

Service a commercial lines book of business and build relationships with existing clients through ongoing customer care.
Handle endorsements, billing and payments, invoice transactions, payment records, and finance agreements.
Assist the Claims Coordinator when needed.
Create new and renewal business submissions.
Create letters and order loss runs or obtain/order experience modifiers.
Gather and help complete supplemental applications and supporting documentation.
Issue certificates, evidence of insurance, auto ID cards, and binders.
Process and mail policies.
Create proposals for Producers.
Track and process pending and canceled policies and cancellations; track audits.
Issue and process bonds.
Partner with the Production team and take a leadership role in renewals, ensuring clients receive the best possible solution in a high-quality and timely manner.
Support one or more Producers and serve as the first point of contact when a Producer is unavailable.
Remarket accounts when necessary.
Round accounts for existing Commercial Lines business.
Perform rating and comparisons.
Build carrier relationships and keep current with carrier updates and underwriting information.
Maintain complete and accurate client and policy data and documents in operating systems.