Insurance Small Business Account Manager

First United Bank•Plano, TX

About The Position

The Insurance Small Business Account Manager supports the agency sales team and agency renewal and new business service teams. The role optimizes small business renewals by managing the renewal process and nurturing client relationships, while meeting agency sales, service, and quality standards. The position services a Commercial Lines book of business and may perform other related duties assigned by a supervisor to meet the organization’s ongoing needs. The position is located in Plano-Parkwood.

Requirements

High school diploma or GED equivalent.
At least 2 years of account management experience in the insurance industry.
Obtain and maintain applicable licensing.
Proficiency with PC operating systems, including Applied Epic.
Proficiency with Microsoft Office.
Knowledge of and experience with carrier websites.
Knowledge of and experience with comparative rater websites.

Nice To Haves

College degree preferred.
Insurance designation preferred.

Responsibilities

Service a Commercial Lines book of business, including endorsements, billing and payment transactions, claims, and policy checks and mailings.
Create new and renewal business submissions; gather and help complete supplemental applications and supporting documentation.
Prepare loss-run letters, order loss runs, and obtain or order experience modifiers.
Issue certificates, evidence of insurance, auto ID cards, and binders.
Prepare proposals for agents as needed.
Track and process pending and cancelled policies, and track audits.
Handle bonds and remarkets.
Quote account rounds for existing Commercial Lines business.
Keep up with carrier updates and underwriting information.
Support agency sales, renewal, and new business service teams; manage small business renewals and nurture client relationships.
Meet agency sales, service, and quality standards.