Commercial Insurance Account Manager

2 weeks ago


Dallas, United States Powell Insurance Group Full time
Job DescriptionJob Description

Managing current clients by providing quality expertise, timely service and exceptional solutions to meet their needs.  The Account Manager will be responsible for the following:

Daily correspondence with clients, producers and underwriters

Maintain book of business for commercial lines accounts

Promote growth of existing book through account rounding

Process endorsements, cancellations, audits, recommendations and loss runs

Add coverage and new lines of business to existing accounts

Quote policies and process changes online with various insurance company website/systems

Process new business and policy renewals

Market, when necessary, on renewal and new business

Prepare documents for renewal terms, including insurance proposals and Acord insurance binders

Identify and address any coverage gaps with producer, carrier and client

Issue financing, set up EFT and address other billing issues as needed

Company DescriptionIndependent insurance agency in business for 9 years with $2.6 million book of business and a wide variety of commercial policies.Company DescriptionIndependent insurance agency in business for 9 years with $2.6 million book of business and a wide variety of commercial policies.

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