Job Description

As a Commercial Insurance Account Manager, you will play a vital role in providing expert guidance on insurance coverage while building strong client relationships. Your primary responsibility will be to offer advice and expertise, tailoring insurance solutions to meet our clients’ risk management needs. This role also involves serving as a liaison between insurance carriers and clients. You’ll collaborate closely with a Producer and a Service Advisor to ensure exceptional customer service and revenue growth within our book of business. Reporting to the VP of Commercial Lines, you will be a key contributor to our team’s success.
Is This You?

• Customer-Focused:  Deliver outstanding, friendly, professional, and helpful interactions with clients.
• Analytical:  Collect and analyze information about clients’ businesses to assess risks and determine insurance coverage needs.
• Organized:  Manage multiple tasks efficiently, proactively meet deadlines, and use your time effectively.
• Excellent Communicator:  Communicate with clients via phone and email, demonstrating clear and concise communication skills. Active listening, empathy, and leaving a positive impression are crucial.
• Team Player:  Collaborate seamlessly with colleagues and be willing to assist when needed to contribute to the agency’s success.

What You Need:

• Active General Lines Property and Casualty license issued by the Texas Department of Insurance.
• Continuing education requirements fulfilled to maintain active license status.
• 5+ years of Commercial Account Manager/CSR experience within an insurance agency.
• Thorough knowledge of commercial insurance policies and coverages.
• Proficiency in Microsoft Office (Word, Excel, and Outlook), a plus.

What You’ll Get:

• Competitive salary ranging from $75,000 to $80,000 annually
• Comprehensive training program to ensure your success in the role.
• Chance to work with diverse clients and “go to market” to find the best insurance solutions for them.
• Possibility for career advancement and growth within the agency.

 
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