Commercial Insurance Account Manager

2 weeks ago


West Lake Hills, United States Express Employment Professionals Full time
Job DescriptionJob Description

Our client near West Lake Hills, TX is looking to add a Commercial Lines Account Manager to handle their small accounts under $40K in premiums. The ideal candidate will work well in a family-oriented environment, is independent thinking, is a team player, has compassion and care for clients, is patient and is task driven. This role is a full-time permanent role M-F 8am-5pm offering $55K-$65K DOE.

This role is Hybrid2 days in office (Wednesdays plus 1 other) and 3 days at home after training period.

Position Summary:

The Commercial Insurance Account Manager will provide prompt, accurate and courteous service to the company's clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. The Commercial Insurance Account Manager must have a thorough understanding of commercial insurance policies & coverage. The book of business is both new and renewal.

Key Responsibilities:

  • Handling service requests and answering incoming calls
  • Review and work open activities and email correspondence daily
  • Handling endorsement/change requests
  • Maintain and work claims, billings and certificates
  • Helping clients with cancellation notices
  • Handle any coverage inquiries by the customer
  • Regularly report on the status of your accounts, renewal cycle and tasks
  • Produce certificates of insurance
  • Generate referrals when possible
  • Review and assist with audits
  • Return any disputed audits back to the carrier
  • Attach detailed correspondence in EPIC
  • Regular and timely attendance is an essential job requirement

Qualifications:

  • Texas Property & Casualty Insurance license, STRONG PLUS
  • At least 4+ years of commercial lines experience
  • MUST HAVE Applied EPIC operating system experience
  • Strong written and verbal communication skills
  • Excellent organization and time-management skills
  • Excellent insurance knowledge, customer service and computer skills


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