Commercial Lines Account Manager – Select Business

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

📋 Description

• Delivers timely, precise, and respectful service to our clients, producers, and company staff.

• Develops, designs, and executes suitable insurance programs tailored for clients.

• Stays informed about new advancements or modifications with various carriers and recent Federal/State regulations.

• Advises, informs, and educates clients regarding coverage, exclusions, and potential risks.

• Produces premium allocations for clients; requires advanced proficiency in Microsoft Excel.

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

• Offers technical assistance to producers.

• Prepares essential proposals, insurance summaries, and applications.

• Engages in remarketing, contacting clients, and following up.

• Advises, informs, and educates clients about audit procedures.

• Sets priorities and effectively manages workflow.

⛳️ Requirements

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

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

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

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

🏝️ Benefits

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

• 401K plan.

• Equity incentive plan.

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

• Employee Wellness Program.

• Company-paid holidays, in addition to PTO.