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    Job Description Job Description Job Title: Commercial Lines Account Manager | Client Service Manager | CSR Salary: $70k- $80k base salary Location: Dallas, Texas | Hybrid (willing to consider fully remote for the right candidate) Job Overview: The Commercial Lines Account Manager serves a critical role in our organization, managing a dive

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    Commercial Lines Account Manager

    Dallas

    • Ending Soon

    Job Description Job Description Job Title: Commercial Lines Account Manager | Client Service Manager | CSR Salary: $70k- $80k base salary Location: Dallas, Texas | Hybrid (willing to consider fully remote for the right candidate) Job Overview: The Commercial Lines Account Manager serves a critical role in our organization, managing a dive

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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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