Commercial Insurance Account Manager – Small Business

This is a fully remote position, open to applicants in Texas.

📋 Description

• Deliver timely, precise, and friendly service to clients, producers, and company staff.

• Develop, design, and execute suitable insurance programs for clients.

• Stay updated on carrier advancements and Federal/State regulations impacting clients.

• Advise, inform, and educate clients regarding coverage, exclusions, exposures, and audit procedures.

• Offer technical coverage and proposal assistance to Producers.

• Research, prepare, and submit proposals and applications; secure signatures and follow up on responses.

• Create insurance schedules and proposals for account evaluations.

• Re-market accounts, engage clients, follow up with producers, and renew policies.

• Prioritize and manage workflow for efficient, timely, and precise transaction processing.

• Address complaints, disputes, and grievances with producers.

• Foster positive relationships with clients, producers, and insurance carriers.

• Pursue referrals and cultivate new accounts.

• Mentor and support Customer Service Representatives.

⛳️ Requirements

• Minimum of 3 years of prior experience in commercial insurance.

• Active General Lines or Property & Casualty License is mandatory.

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

• Experience with Applied Epic is preferred, or familiarity with a similar Account Management System (AMS) is acceptable.

• Capability to lift 25 pounds.

• Frequent use of vision to read documents and computer displays.

• Regular use of hearing and speech to communicate over the phone and in person.

• Repetitive hand movements, including typing, writing, and using a 10-key.

• Ability to walk, bend, sit, reach, and stretch in various directions.

🏝️ Benefits

• Medical, dental, vision, and prescription drug coverage.

• 401K retirement plan.

• Equity incentive program.

• Various supplemental benefits for physical, emotional, and financial wellness.

• Employee Wellness Program.

• Company-paid holidays.

• Paid Time Off (PTO).