Account Manager- Commercial Lines Insurance
Dallas, TX, United States
Job Description Job Description We've partnered with a highly reputable company and are seeking high-achieving, detail oriented Commercial Insurance Account Managers to join our Agency, based in Dallas, Texas. If you are an individual that understands the importance of customer service, being a team player, and has extensive insurance knowledge; as well as value the ability of acting with agility and flexibility as we grow our organization, we are interested in learning more about your background.
Requirements for this position:
A Minimum of 2 years as an Account Manager, along with understanding of Commercial Property & Casualty insurance coverages, underwriting and rating concepts.
Applied Epic Agency Management System or similar insurance management system
Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
High School Graduate (College degree – preferred or related work experience)
Must hold a Property & Casualty Insurance License or willing to obtain one within an agreed upon timeframe.
Attention to Detail and Organizational Skills
Strong Customer Service and Interpersonal Skills
Time Management Skills along with the ability to work in a team environment
Excellent Written and Verbal Communication
Your day-to-day responsibilities:
You will be working with the following Activities in our Insurance Agency Management System:
Change Requests – including follow-up to Carriers
Endorsement Checking & Processing & updating Service Summary Row
Process Cancellation & Reinstatement
Check Request
Auto ID Cards
Summary of Insurance
Client Portal/Client access
Policy Checking including Delivery
Importing & Exporting Lists
Billing Issues
Loss Run Request
Adding or Endorsing to Add Policy Line
Changing Effective & Expiration Dates and Service Summary Row
Set up Certificates – New and Renewal
Renewal Workflow Not Marketed
Flood – Renewals
Bonds – Renewals
Finance Agreements
Cancellation – LPR
Setup Renewal Activities for Account Managers
Request Renewal Applications from Carrier & Clients
Company Benefits
A company with a Strong Brand and Positive Culture
Competitive Pay (salary and semi- annual bonus potential)
Company pays health premium
Paid Holidays
401K plan with a discretionary company match
Flexible PTO
Work from home opportunities
Training CE classes on and off site
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