Commercial Lines Account Manager

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

📋 Description

• Deliver prompt, precise, and courteous assistance to clients, producers, and company staff.

• Aid in acquiring, maintaining, expanding, and servicing commercial accounts.

• Plan, design, and execute suitable insurance programs in line with agency guidelines.

• Stay informed about carrier developments and Federal/State regulations impacting clients.

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

• Generate premium allocations for clients.

• Negotiate rate terms and conditions with carriers on behalf of clients.

• Provide technical coverage and proposal support to producers.

• Prepare proposals, summaries of insurance, and applications.

• Submit materials to insureds and carriers, secure signatures, and follow up for timely responses.

• Remarket accounts and communicate with clients in collaboration with producers.

• Renew policies in accordance with agency standards.

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

⛳️ Requirements

• 3-5 years of experience in Commercial Property & Casualty Insurance is required.

• An active General Lines or Property & Casualty License is mandatory.

• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook is essential.

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

• Capability to lift up to 25 pounds.

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

• Repeated use of hearing and speech to communicate via telephone and in person.

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

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

🏝️ Benefits

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

• 401K.

• Equity prescription incentive plan.

• Supplemental benefits for physical, emotional, and financial wellbeing.

• Company-paid holidays.

• Paid Time Off (PTO).

• Employee Wellness Program.

• Remote work position.

• Open to hybrid/in-person work if located within the Georgetown area.