Senior Commercial Lines Account Manager

Pathfinder LL & D Insurance • Houston, TX

3d

About The Position

The Senior Commercial Lines Account Manager manages commercial insurance accounts and builds strong client relationships by providing exceptional service and support. The role handles policy processing and servicing, including new policies, renewals, endorsements, cancellations, and changes. It also advises clients on coverage, risk management, and claims handling; prepares proposals and quotes; and collaborates with production and marketing teams to identify business opportunities and cross-sell products. The position requires keeping current with industry trends, regulations, and coverage options, and using Applied/Epic and CSR24 to manage accounts and transactions. The company describes a supportive, collaborative environment with training and resources and opportunities for professional growth.

Requirements

• At least seven years of experience in commercial lines insurance, with a strong understanding of industry practices and terminology.
• Exceptional interpersonal and communication skills and the ability to build and maintain client relationships.
• Strong analytical and problem-solving skills, with meticulous attention to detail.
• Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.
• Experience with Applied/Epic agency management software.
• Current Texas Property & Casualty Insurance License.
• High school diploma or equivalent.

Nice To Haves

• Experience with CSR24 certificate processing software.
• College degree or relevant coursework.

Responsibilities

• Develop and maintain strong client relationships through exceptional customer service and support.
• Manage commercial lines accounts, including renewals, endorsements, and cancellations.
• Prepare and present insurance proposals, quotes, and policy renewals to clients.
• Provide clients with guidance on policy coverage, risk management, and claims handling.
• Collaborate with production and marketing teams to identify new business opportunities and cross-sell products.
• Process new policies, renewals, and policy changes accurately and promptly.
• Maintain current knowledge of industry trends, regulations, and coverage options.
• Use industry-specific software, including Applied/Epic and CSR24, to manage accounts and process transactions.
• Work efficiently in a fast-paced, dynamic environment and take on additional responsibilities as needed.

Benefits

• Competitive salary and bonus structure.
• Health, dental, LTD, STD, and life insurance plans.
• Retirement savings plan with employer matching.
• Paid time off and holidays.
• Professional development opportunities, including tuition reimbursement and industry certifications.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED