Commercial Lines Account Manager

2 weeks ago


Dallas, United States SNI Companies Full time

SNI Companies has partnered with an insurance company in Uptown Dallas area as they are searching for a Commercial Lines Account Assistant. In this role we are looking for a commercial lines account assistant with a minimum of 4 years commercial experience. In addition, must hold a valid Texas Property and Casualty Insurance License.


Responsibilities:

  • Experience with commercial accounts ranging from a premium volume of $1,000 to $4,000,000, assisting the account manager with various support tasks.
  • Pull and process renewals and endorsements from various carriers.
  • Compare policies and endorsements against what was requested from the carrier and notify the account manager of any differences.
  • Update the system to ensure the information in our system is correct and invoice agency bill items.
  • Assist the account managers with applications and proposals as needed.
  • Issue certificates of insurance for renewals and as requested by the insured.
  • Follow up on requests to the carrier for outstanding items.
  • Back up the account manager if they are out with requests from the insureds.
  • AMS360 Experience a plus


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