Senior Commercial Lines Account Manager

SWBC•Austin, TX

About The Position

SWBC is seeking a talented individual to provide customer service for the commercial lines of insurance in evaluating, classifying, and quoting policies by working with various insurance carriers and/or brokers. Essential duties include the following: Provides information, rates, and quotes for all new and renewal Commercial lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers. Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates. Assists insurance carrier underwriters and/or brokers with policies involving unique, complex, or high-risk commercial properties. Thorough knowledge of risk management processes and procedures to help mitigate risk for clients. Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system. Assists Producers and provides training to other Account Managers as requested. At times, will be expected to gather information and present renewals to current clients. Maintains a level of up-to-date knowledge on the rating system, forms and coverage changes. Processes claims including reporting and monitoring. Performs other duties as required. Serious candidates will possess the minimum qualifications: High School Diploma or GED required. Possess a Property & Casualty (P&C) license. Minimum eight (8) years of commercial lines insurance experience. Strong working knowledge of insurance forms, coverage, and rating. Working knowledge of personal computers (PCs) and related applications. Excellent analytical and problem resolution skills. Strong written and verbal communication skills. Strong organizational and interpersonal skills. Able to type 45 WPM accurately Able to utilize Microsoft Office Suite, including Microsoft Outlook, Word, and Excel. Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm. Able to travel via car to current and prospective customers. Able to attend continuing education classes and seminars. Able to stoop, kneel, and sit for long periods of time. Able to lift 10-20 lbs. SWBC offers: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.

Requirements

High School Diploma or GED required.
Possess a Property & Casualty (P&C) license.
Minimum eight (8) years of commercial lines insurance experience.
Strong working knowledge of insurance forms, coverage, and rating.
Working knowledge of personal computers (PCs) and related applications.
Excellent analytical and problem resolution skills.
Strong written and verbal communication skills.
Strong organizational and interpersonal skills.
Able to type 45 WPM accurately
Able to utilize Microsoft Office Suite, including Microsoft Outlook, Word, and Excel.
Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
Able to travel via car to current and prospective customers.
Able to attend continuing education classes and seminars.
Able to stoop, kneel, and sit for long periods of time.
Able to lift 10-20 lbs.

Responsibilities

Provides information, rates, and quotes for all new and renewal Commercial lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.
Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates.
Assists insurance carrier underwriters and/or brokers with policies involving unique, complex, or high-risk commercial properties.
Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
Assists Producers and provides training to other Account Managers as requested.
Gathers information and present renewals to current clients.
Maintains a level of up-to-date knowledge on the rating system, forms and coverage changes.
Processes claims including reporting and monitoring.
Performs other duties as required.